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 | $76,781 | $124,213-38.2% | $118,106-35.0% | $154,746-50.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 22.64% | 18.29%+4.3pp | 19.44%+3.2pp | 172.34%-149.7pp |
| Employer contribution / active EE | $12,001 | $4,905+144.7% | $4,698+155.4% | $4,379+174.0% |
| Participant deferral / active EE | $9,017 | $6,859+31.5% | $6,619+36.2% | $6,730+34.0% |
| Admin fee / account holder | $347 | $9,627-96.4% | $8,973-96.1% | $14,365-97.6% |