Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $86,232 | $97,289-11.4% | $92,805-7.1% | $155,188-44.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 12.57% | 29.03%-16.5pp | 31.59%-19.0pp | 148.84%-136.3pp |
| Employer contribution / active EE | $16,300 | $3,632+348.8% | $3,424+376.0% | $4,248+283.7% |
| Participant deferral / active EE | $13,113 | $8,795+49.1% | $8,448+55.2% | $6,531+100.8% |
| Admin fee / account holder | $53,612 | $12,015+346.2% | $10,911+391.4% | $14,480+270.3% |