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 | $85,915 | $174,379-50.7% | $152,093-43.5% | $138,895-38.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.38% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $5,921 | $4,652+27.3% | $4,175+41.8% | $4,194+41.2% |
| Participant deferral / active EE | $6,050 | $6,159-1.8% | $5,451+11.0% | $6,396-5.4% |
| Admin fee / account holder | $14,235 | $16,880-15.7% | $14,497-1.8% | $12,562+13.3% |