Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $94,281 | $110,410-14.6% | $102,437-8.0% | $145,897-35.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.30% | 24.85%-6.6pp | 24.95%-6.7pp | 552.29%-534.0pp |
| Employer contribution / active EE | $7,936 | $4,217+88.2% | $3,871+105.0% | $4,663+70.2% |
| Participant deferral / active EE | $7,349 | $5,622+30.7% | $5,060+45.2% | $6,689+9.9% |
| Admin fee / account holder | $1,489 | $9,745-84.7% | $8,388-82.2% | $13,390-88.9% |