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 | $93,707 | $165,399-43.3% | $149,745-37.4% | $158,982-41.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.37% | 348.34%-327.0pp | 276.72%-255.3pp | 302.99%-281.6pp |
| Employer contribution / active EE | $3,812 | $5,105-25.3% | $4,646-17.9% | $4,763-20.0% |
| Participant deferral / active EE | $8,855 | $7,183+23.3% | $6,843+29.4% | $5,983+48.0% |
| Admin fee / account holder | $697 | $10,811-93.6% | $9,312-92.5% | $11,252-93.8% |