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 | $124,980-21.5% | $108,359-9.4% | $154,746-36.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.63% | 45.00%-27.4pp | 36.89%-19.3pp | 172.34%-154.7pp |
| Employer contribution / active EE | $6,011 | $2,851+110.9% | $2,399+150.5% | $4,379+37.3% |
| Participant deferral / active EE | $6,002 | $4,743+26.5% | $4,137+45.1% | $6,730-10.8% |
| Admin fee / account holder | $1,300 | $11,502-88.7% | $9,741-86.7% | $14,365-91.0% |