Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $74,400 | $155,555-52.2% | $146,866-49.3% | $155,188-52.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 27.20% | 115.41%-88.2pp | 102.85%-75.7pp | 148.84%-121.6pp |
| Employer contribution / active EE | $5,245 | $4,647+12.9% | $4,425+18.5% | $4,248+23.5% |
| Participant deferral / active EE | $9,647 | $8,044+19.9% | $7,759+24.3% | $6,531+47.7% |
| Admin fee / account holder | $7,167 | $14,755-51.4% | $13,620-47.4% | $14,480-50.5% |