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 | $106,791 | $148,629-28.1% | $135,982-21.5% | $139,487-23.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.51% | 79.33%-60.8pp | 68.32%-49.8pp | 373.84%-355.3pp |
| Employer contribution / active EE | $4,200 | $5,247-19.9% | $4,859-13.6% | $4,755-11.7% |
| Participant deferral / active EE | $7,845 | $8,102-3.2% | $7,760+1.1% | $6,713+16.9% |
| Admin fee / account holder | $1,855 | $12,406-85.0% | $10,767-82.8% | $11,407-83.7% |