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 | $131,047 | $96,965+35.1% | $97,995+33.7% | $147,586-11.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 18.13% | 24.11%-6.0pp | 23.94%-5.8pp | 578.59%-560.5pp |
| Employer contribution / active EE | $2,497 | $4,536-45.0% | $4,158-40.0% | $4,876-48.8% |
| Participant deferral / active EE | $4,240 | $5,081-16.6% | $5,097-16.8% | $5,439-22.0% |
| Admin fee / account holder | $385 | $8,120-95.3% | $5,943-93.5% | $10,886-96.5% |