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 | $95,059 | $183,592-48.2% | $155,574-38.9% | $145,877-34.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.42% | 61.37%-43.0pp | 64.87%-46.5pp | 551.28%-532.9pp |
| Employer contribution / active EE | $6,211 | $5,317+16.8% | $4,676+32.8% | $4,663+33.2% |
| Participant deferral / active EE | $3,899 | $6,466-39.7% | $5,629-30.7% | $6,691-41.7% |
| Admin fee / account holder | $1,190 | $19,316-93.8% | $15,914-92.5% | $13,402-91.1% |