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 | $107,865 | $106,280+1.5% | $96,538+11.7% | $139,487-22.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.86% | 38.48%-24.6pp | 35.74%-21.9pp | 373.84%-360.0pp |
| Employer contribution / active EE | $3,031 | $4,107-26.2% | $3,740-19.0% | $4,755-36.3% |
| Participant deferral / active EE | $10,732 | $5,457+96.7% | $4,880+119.9% | $6,713+59.9% |
| Admin fee / account holder | $782 | $7,888-90.1% | $6,737-88.4% | $11,407-93.1% |