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 | $73,724 | $209,336-64.8% | $197,124-62.6% | $137,256-46.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.50% | 48.09%-32.6pp | 44.34%-28.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $6,275 | $6,591-4.8% | $6,227+0.8% | $4,156+51.0% |
| Participant deferral / active EE | $17,327 | $9,614+80.2% | $9,135+89.7% | $6,407+170.5% |
| Admin fee / account holder | $463 | $17,308-97.3% | $16,298-97.2% | $12,270-96.2% |