Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $102,728 | $154,209-33.4% | $130,062-21.0% | $139,487-26.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.12% | 32.52%-18.4pp | -137.37%+151.5pp | 373.84%-359.7pp |
| Employer contribution / active EE | $2,919 | $5,292-44.8% | $4,322-32.5% | $4,755-38.6% |
| Participant deferral / active EE | $6,953 | $6,709+3.6% | $5,821+19.4% | $6,713+3.6% |
| Admin fee / account holder | $2,042 | $13,988-85.4% | $10,601-80.7% | $11,407-82.1% |