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 | $104,680 | $78,682+33.0% | $109,188-4.1% | $85,851+21.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.63% | 25.09%-13.5pp | 25.76%-14.1pp | 318.63%-307.0pp |
| Employer contribution / active EE | $8,647 | $2,734+216.3% | $3,723+132.3% | $2,565+237.1% |
| Participant deferral / active EE | $6,525 | $3,468+88.2% | $4,654+40.2% | $3,952+65.1% |
| Admin fee / account holder | $855 | $5,470-84.4% | $6,755-87.3% | $6,261-86.3% |