Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $90,239 | $106,247-15.1% | $96,515-6.5% | $139,466-35.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.27% | 38.47%-26.2pp | 35.73%-23.5pp | 373.66%-361.4pp |
| Employer contribution / active EE | $5,890 | $4,106+43.5% | $3,740+57.5% | $4,754+23.9% |
| Participant deferral / active EE | $16,450 | $5,456+201.5% | $4,880+237.1% | $6,712+145.1% |
| Admin fee / account holder | $538 | $7,885-93.2% | $6,735-92.0% | $11,409-95.3% |