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 | $84,177 | $111,814-24.7% | $103,378-18.6% | $145,978-42.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.74% | 24.80%-11.1pp | 24.91%-11.2pp | 550.52%-536.8pp |
| Employer contribution / active EE | $3,829 | $4,215-9.2% | $3,870-1.1% | $4,662-17.9% |
| Participant deferral / active EE | $4,979 | $5,618-11.4% | $5,058-1.6% | $6,690-25.6% |
| Admin fee / account holder | $24,698 | $9,764+153.0% | $8,401+194.0% | $13,400+84.3% |