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 | $85,449 | $97,751-12.6% | $103,447-17.4% | $145,877-41.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.87% | 25.43%-12.6pp | 23.92%-11.1pp | 551.28%-538.4pp |
| Employer contribution / active EE | $4,921 | $4,684+5.1% | $4,678+5.2% | $4,663+5.5% |
| Participant deferral / active EE | $11,199 | $6,603+69.6% | $6,624+69.1% | $6,691+67.4% |
| Admin fee / account holder | $18,389 | $12,515+46.9% | $9,415+95.3% | $13,402+37.2% |