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 | $95,099 | $165,399-42.5% | $149,745-36.5% | $158,982-40.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.49% | 348.34%-335.8pp | 276.72%-264.2pp | 302.99%-290.5pp |
| Employer contribution / active EE | $9,214 | $5,105+80.5% | $4,646+98.3% | $4,763+93.5% |
| Participant deferral / active EE | $3,220 | $7,183-55.2% | $6,843-52.9% | $5,983-46.2% |
| Admin fee / account holder | $477 | $10,811-95.6% | $9,312-94.9% | $11,252-95.8% |