Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $98,718 | $110,379-10.6% | $102,412-3.6% | $145,884-32.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.94% | 24.84%-10.9pp | 24.94%-11.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $4,207 | $4,216-0.2% | $3,870+8.7% | $4,662-9.8% |
| Participant deferral / active EE | $10,331 | $5,622+83.8% | $5,060+104.2% | $6,690+54.4% |
| Admin fee / account holder | $449 | $9,745-95.4% | $8,388-94.6% | $13,392-96.6% |