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 | $81,887 | $114,119-28.2% | $107,187-23.6% | $138,895-41.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.51% | 273.21%-261.7pp | 204.55%-193.0pp | 145.39%-133.9pp |
| Employer contribution / active EE | $7,156 | $4,059+76.3% | $3,782+89.2% | $4,194+70.6% |
| Participant deferral / active EE | $3,467 | $5,538-37.4% | $5,096-32.0% | $6,396-45.8% |
| Admin fee / account holder | $18,846 | $10,024+88.0% | $9,162+105.7% | $12,562+50.0% |