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 | $95,342 | $254,759-62.6% | $216,567-56.0% | $198,609-52.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 17.16% | 10.04%+7.1pp | 12.94%+4.2pp | 202.70%-185.5pp |
| Employer contribution / active EE | $2,295 | $6,096-62.4% | $5,216-56.0% | $5,055-54.6% |
| Participant deferral / active EE | $4,903 | $6,948-29.4% | $6,191-20.8% | $6,977-29.7% |
| Admin fee / account holder | $29,132 | $26,311+10.7% | $21,981+32.5% | $19,030+53.1% |