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 | $74,614 | $63,949+16.7% | $129,031-42.2% | $94,015-20.6% |
| Participation rate | 98.0% | 63.4%+34.6pp | 73.4%+24.7pp | 70.8%+27.2pp |
| Annual return | 35.21% | 17.56%+17.6pp | 34.67%+0.5pp | 17.84%+17.4pp |
| Employer contribution / active EE | $12,125 | $1,865+550.3% | $3,226+275.9% | $2,790+334.6% |
| Participant deferral / active EE | $16,340 | $3,686+343.3% | $5,217+213.2% | $4,249+284.5% |
| Admin fee / account holder | $11,377 | $5,523+106.0% | $13,208-13.9% | $8,951+27.1% |