Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $76,326 | $127,387-40.1% | $115,038-33.7% | $125,389-39.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.67% | 31.28%-29.6pp | 26.14%-24.5pp | 282.24%-280.6pp |
| Employer contribution / active EE | $17,318 | $5,166+235.2% | $4,608+275.8% | $4,866+255.9% |
| Participant deferral / active EE | $11,337 | $6,423+76.5% | $6,026+88.1% | $5,352+111.8% |
| Admin fee / account holder | $15,459 | $9,516+62.4% | $8,175+89.1% | $9,541+62.0% |