Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $99,162 | $157,304-37.0% | $141,197-29.8% | $152,909-35.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.79% | 64.34%-43.6pp | 71.41%-50.6pp | 345.46%-324.7pp |
| Employer contribution / active EE | $6,259 | $5,263+18.9% | $4,736+32.2% | $4,764+31.4% |
| Participant deferral / active EE | $6,912 | $7,111-2.8% | $6,710+3.0% | $5,851+18.1% |
| Admin fee / account holder | $6,166 | $12,126-49.1% | $10,265-39.9% | $11,601-46.8% |