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 | $96,875 | $103,387-6.3% | $87,102+11.2% | $152,885-36.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 14.80% | 28.10%-13.3pp | 28.19%-13.4pp | 345.39%-330.6pp |
| Employer contribution / active EE | $3,230 | $3,221+0.3% | $2,521+28.1% | $4,763-32.2% |
| Participant deferral / active EE | $4,380 | $4,778-8.3% | $4,048+8.2% | $5,851-25.1% |
| Admin fee / account holder | $7,920 | $12,193-35.0% | $7,491+5.7% | $11,598-31.7% |