Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,730 | $124,425-44.8% | $112,040-38.7% | $137,256-49.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.54% | 24.72%-5.2pp | 24.52%-5.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $7,113 | $3,411+108.5% | $2,954+140.8% | $4,156+71.1% |
| Participant deferral / active EE | $5,889 | $5,718+3.0% | $5,098+15.5% | $6,407-8.1% |
| Admin fee / account holder | $341 | $15,207-97.8% | $12,098-97.2% | $12,270-97.2% |