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 | $82,494 | $126,661-34.9% | $113,397-27.3% | $138,895-40.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 15.51% | 25.05%-9.5pp | 23.20%-7.7pp | 145.39%-129.9pp |
| Employer contribution / active EE | $9,384 | $3,456+171.5% | $2,977+215.2% | $4,194+123.7% |
| Participant deferral / active EE | $7,634 | $5,693+34.1% | $5,076+50.4% | $6,396+19.4% |
| Admin fee / account holder | $4,809 | $14,549-66.9% | $11,957-59.8% | $12,562-61.7% |