Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $73,976 | $154,228-52.0% | $145,433-49.1% | $137,256-46.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.52% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $13,624 | $4,804+183.6% | $4,554+199.1% | $4,156+227.8% |
| Participant deferral / active EE | $10,528 | $8,216+28.1% | $7,897+33.3% | $6,407+64.3% |
| Admin fee / account holder | $509 | $14,344-96.5% | $13,129-96.1% | $12,270-95.9% |