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 | $88,384 | $157,296-43.8% | $141,191-37.4% | $152,897-42.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.36% | 64.34%-43.0pp | 71.41%-50.0pp | 345.43%-324.1pp |
| Employer contribution / active EE | $3,202 | $5,262-39.1% | $4,736-32.4% | $4,764-32.8% |
| Participant deferral / active EE | $8,906 | $7,111+25.2% | $6,710+32.7% | $5,851+52.2% |
| Admin fee / account holder | $2,203 | $12,125-81.8% | $10,264-78.5% | $11,599-81.0% |