Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $60,319 | $101,778-40.7% | $164,975-63.4% | $80,925-25.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.68% | 16.73%-4.0pp | 70.12%-57.4pp | 35.65%-23.0pp |
| Employer contribution / active EE | $9,266 | $2,954+213.7% | $4,343+113.4% | $2,756+236.2% |
| Participant deferral / active EE | $5,470 | $4,477+22.2% | $6,033-9.3% | $4,299+27.3% |
| Admin fee / account holder | $846 | $8,221-89.7% | $12,688-93.3% | $6,940-87.8% |