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 | $99,222 | $162,812-39.1% | $133,971-25.9% | $158,966-37.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.49% | 41.94%-28.4pp | 45.09%-31.6pp | 302.95%-289.5pp |
| Employer contribution / active EE | $4,835 | $4,976-2.8% | $3,919+23.4% | $4,762+1.5% |
| Participant deferral / active EE | $9,875 | $5,910+67.1% | $5,047+95.7% | $5,983+65.0% |
| Admin fee / account holder | $23,430 | $11,741+99.6% | $8,929+162.4% | $11,250+108.3% |