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 | $86,844 | $176,402-50.8% | $134,155-35.3% | $158,950-45.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 10.43% | 63.66%-53.2pp | 36.34%-25.9pp | 302.91%-292.5pp |
| Employer contribution / active EE | $840 | $5,042-83.3% | $3,705-77.3% | $4,762-82.4% |
| Participant deferral / active EE | $770 | $4,093-81.2% | $3,500-78.0% | $5,983-87.1% |
| Admin fee / account holder | $645 | $8,719-92.6% | $6,685-90.3% | $11,248-94.3% |