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 | $95,088 | $165,399-42.5% | $149,745-36.5% | $158,982-40.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.37% | 348.34%-338.0pp | 276.72%-266.3pp | 302.99%-292.6pp |
| Employer contribution / active EE | $2,072 | $5,105-59.4% | $4,646-55.4% | $4,763-56.5% |
| Participant deferral / active EE | $6,262 | $7,183-12.8% | $6,843-8.5% | $5,983+4.7% |
| Admin fee / account holder | $993 | $10,811-90.8% | $9,312-89.3% | $11,252-91.2% |