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 | $87,856 | $155,555-43.5% | $146,866-40.2% | $155,188-43.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.93% | 115.41%-94.5pp | 102.85%-81.9pp | 148.84%-127.9pp |
| Employer contribution / active EE | $6,003 | $4,647+29.2% | $4,425+35.7% | $4,248+41.3% |
| Participant deferral / active EE | $13,431 | $8,044+67.0% | $7,759+73.1% | $6,531+105.6% |
| Admin fee / account holder | $1,088 | $14,755-92.6% | $13,620-92.0% | $14,480-92.5% |