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 | $102,867 | $112,729-8.7% | $98,716+4.2% | $137,256-25.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.13% | 38.48%-23.4pp | 31.81%-16.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $9,471 | $2,725+247.5% | $2,279+315.6% | $4,156+127.9% |
| Participant deferral / active EE | $7,900 | $4,640+70.3% | $4,048+95.2% | $6,407+23.3% |
| Admin fee / account holder | $751 | $10,129-92.6% | $8,703-91.4% | $12,270-93.9% |