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 | $103,254 | $157,304-34.4% | $141,197-26.9% | $152,909-32.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.83% | 64.34%-44.5pp | 71.41%-51.6pp | 345.46%-325.6pp |
| Employer contribution / active EE | $11,483 | $5,263+118.2% | $4,736+142.5% | $4,764+141.0% |
| Participant deferral / active EE | $5,417 | $7,111-23.8% | $6,710-19.3% | $5,851-7.4% |
| Admin fee / account holder | $8,501 | $12,126-29.9% | $10,265-17.2% | $11,601-26.7% |