Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $103,487 | $106,267-2.6% | $96,520+7.2% | $139,456-25.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.88% | 38.45%-18.6pp | 35.72%-15.8pp | 373.45%-353.6pp |
| Employer contribution / active EE | $1,752 | $4,105-57.3% | $3,739-53.1% | $4,753-63.1% |
| Participant deferral / active EE | $9,261 | $5,454+69.8% | $4,879+89.8% | $6,711+38.0% |
| Admin fee / account holder | $8,552 | $7,882+8.5% | $6,733+27.0% | $11,407-25.0% |