Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $84,497 | $148,629-43.1% | $135,982-37.9% | $139,487-39.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.62% | 79.33%-60.7pp | 68.32%-49.7pp | 373.84%-355.2pp |
| Employer contribution / active EE | $5,421 | $5,247+3.3% | $4,859+11.6% | $4,755+14.0% |
| Participant deferral / active EE | $10,240 | $8,102+26.4% | $7,760+32.0% | $6,713+52.6% |
| Admin fee / account holder | $3,364 | $12,406-72.9% | $10,767-68.8% | $11,407-70.5% |