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 | $116,199 | $176,786-34.3% | $146,643-20.8% | $167,536-30.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.43% | 24.04%-9.6pp | 22.75%-8.3pp | 478.82%-464.4pp |
| Employer contribution / active EE | $2,954 | $5,161-42.8% | $4,137-28.6% | $4,839-39.0% |
| Participant deferral / active EE | $5,944 | $6,440-7.7% | $5,506+7.9% | $6,342-6.3% |
| Admin fee / account holder | $19,214 | $13,262+44.9% | $10,280+86.9% | $12,315+56.0% |