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 | $94,244 | $103,393-8.8% | $87,103+8.2% | $152,909-38.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 23.04% | 28.10%-5.1pp | 28.19%-5.2pp | 345.46%-322.4pp |
| Employer contribution / active EE | $4,596 | $3,221+42.7% | $2,521+82.3% | $4,764-3.5% |
| Participant deferral / active EE | $5,829 | $4,778+22.0% | $4,049+44.0% | $5,851-0.4% |
| Admin fee / account holder | $583 | $12,195-95.2% | $7,491-92.2% | $11,601-95.0% |