Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $71,355 | $93,055-23.3% | $153,643-53.6% | $80,935-11.8% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 15.66% | 19.97%-4.3pp | 15.71%-0.1pp | 35.66%-20.0pp |
| Employer contribution / active EE | $12,214 | $3,504+248.6% | $5,039+142.4% | $2,757+343.1% |
| Participant deferral / active EE | $7,079 | $5,172+36.9% | $6,754+4.8% | $4,299+64.6% |
| Admin fee / account holder | $2,030 | $8,881-77.1% | $12,739-84.1% | $6,924-70.7% |