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 | $51,676 | $167,415-69.1% | $140,514-63.2% | $198,609-74.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 28.82% | 13.85%+15.0pp | 14.36%+14.5pp | 202.70%-173.9pp |
| Employer contribution / active EE | $7,068 | $4,088+72.9% | $3,378+109.2% | $5,055+39.8% |
| Participant deferral / active EE | $13,581 | $5,579+143.4% | $4,919+176.1% | $6,977+94.7% |
| Admin fee / account holder | $13,857 | $16,730-17.2% | $13,697+1.2% | $19,030-27.2% |