Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $70,249 | $85,024-17.4% | $70,544-0.4% | $139,466-49.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 29.41% | 30.39%-1.0pp | 32.79%-3.4pp | 373.66%-344.3pp |
| Employer contribution / active EE | $7,564 | $3,912+93.3% | $2,976+154.2% | $4,754+59.1% |
| Participant deferral / active EE | $15,312 | $5,891+159.9% | $4,568+235.2% | $6,712+128.1% |
| Admin fee / account holder | $624 | $8,928-93.0% | $6,427-90.3% | $11,409-94.5% |