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 | $114,709 | $67,411+70.2% | $91,004+26.0% | $70,124+63.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 12.91% | -40.16%+53.1pp | 4.60%+8.3pp | 73.14%-60.2pp |
| Employer contribution / active EE | $8,291 | $1,786+364.3% | $2,456+237.6% | $2,342+254.0% |
| Participant deferral / active EE | $1,956 | $2,823-30.7% | $3,548-44.9% | $3,332-41.3% |
| Admin fee / account holder | $16,719 | $4,236+294.7% | $5,417+208.6% | $4,645+259.9% |