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 | $85,185 | $149,778-43.1% | $118,946-28.4% | $158,950-46.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 12.96% | 19.95%-7.0pp | 35.89%-22.9pp | 302.91%-289.9pp |
| Employer contribution / active EE | $2,181 | $4,117-47.0% | $3,263-33.2% | $4,762-54.2% |
| Participant deferral / active EE | $6,468 | $5,225+23.8% | $4,266+51.6% | $5,983+8.1% |
| Admin fee / account holder | $8,515 | $8,604-1.0% | $6,581+29.4% | $11,248-24.3% |