Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $85,789 | $154,193-44.4% | $130,045-34.0% | $139,466-38.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 26.91% | 32.51%-5.6pp | -137.30%+164.2pp | 373.66%-346.7pp |
| Employer contribution / active EE | $10,473 | $5,292+97.9% | $4,321+142.4% | $4,754+120.3% |
| Participant deferral / active EE | $11,503 | $6,709+71.5% | $5,820+97.7% | $6,712+71.4% |
| Admin fee / account holder | $899 | $13,989-93.6% | $10,600-91.5% | $11,409-92.1% |