Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $65,640 | $211,224-68.9% | $178,505-63.2% | $145,897-55.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.70% | 30.28%-6.6pp | 27.16%-3.5pp | 552.29%-528.6pp |
| Employer contribution / active EE | $18,828 | $4,577+311.4% | $3,955+376.0% | $4,663+303.8% |
| Participant deferral / active EE | $13,767 | $6,966+97.6% | $6,280+119.2% | $6,689+105.8% |
| Admin fee / account holder | $840 | $12,109-93.1% | $10,428-91.9% | $13,390-93.7% |