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 | $84,978 | $124,355-31.7% | $109,191-22.2% | $167,560-49.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.26% | 26.05%-9.8pp | 25.76%-9.5pp | 478.94%-462.7pp |
| Employer contribution / active EE | $4,471 | $4,209+6.2% | $3,723+20.1% | $4,840-7.6% |
| Participant deferral / active EE | $1,966 | $5,256-62.6% | $4,653-57.7% | $6,343-69.0% |
| Admin fee / account holder | $1,731 | $7,976-78.3% | $6,756-74.4% | $12,317-85.9% |