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 | $107,326 | $110,410-2.8% | $102,437+4.8% | $145,897-26.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.83% | 24.85%-15.0pp | 24.95%-15.1pp | 552.29%-542.5pp |
| Employer contribution / active EE | $11,174 | $4,217+165.0% | $3,871+188.7% | $4,663+139.7% |
| Participant deferral / active EE | $19,806 | $5,622+252.3% | $5,060+291.4% | $6,689+196.1% |
| Admin fee / account holder | $22,434 | $9,745+130.2% | $8,388+167.5% | $13,390+67.5% |