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 | $88,342 | $157,296-43.8% | $141,191-37.4% | $152,897-42.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.92% | 64.34%-44.4pp | 71.41%-51.5pp | 345.43%-325.5pp |
| Employer contribution / active EE | $7,635 | $5,262+45.1% | $4,736+61.2% | $4,764+60.3% |
| Participant deferral / active EE | $8,791 | $7,111+23.6% | $6,710+31.0% | $5,851+50.2% |
| Admin fee / account holder | $5,441 | $12,125-55.1% | $10,264-47.0% | $11,599-53.1% |