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 | $98,147 | $156,616-37.3% | $133,346-26.4% | $198,609-50.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 17.63% | 44.25%-26.6pp | 36.85%-19.2pp | 202.70%-185.1pp |
| Employer contribution / active EE | $6,011 | $3,368+78.5% | $2,853+110.7% | $5,055+18.9% |
| Participant deferral / active EE | $6,002 | $4,920+22.0% | $4,332+38.5% | $6,977-14.0% |
| Admin fee / account holder | $1,300 | $17,468-92.6% | $14,264-90.9% | $19,030-93.2% |