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 | $83,518 | $94,749-11.9% | $112,899-26.0% | $139,466-40.1% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.43% | 40.92%-25.5pp | 34.11%-18.7pp | 373.66%-358.2pp |
| Employer contribution / active EE | $8,081 | $4,630+74.5% | $4,566+77.0% | $4,754+70.0% |
| Participant deferral / active EE | $5,229 | $6,517-19.8% | $6,516-19.8% | $6,712-22.1% |
| Admin fee / account holder | $7,995 | $8,530-6.3% | $7,047+13.4% | $11,409-29.9% |