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 | $95,733 | $157,304-39.1% | $141,197-32.2% | $152,909-37.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.40% | 64.34%-45.9pp | 71.41%-53.0pp | 345.46%-327.1pp |
| Employer contribution / active EE | $3,233 | $5,263-38.6% | $4,736-31.7% | $4,764-32.1% |
| Participant deferral / active EE | $7,176 | $7,111+0.9% | $6,710+6.9% | $5,851+22.6% |
| Admin fee / account holder | $11,548 | $12,126-4.8% | $10,265+12.5% | $11,601-0.5% |