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 | $99,552 | $227,399-56.2% | $189,758-47.5% | $198,609-49.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 4.48% | 61.03%-56.6pp | 52.62%-48.1pp | 202.70%-198.2pp |
| Employer contribution / active EE | $2,101 | $5,526-62.0% | $4,767-55.9% | $5,055-58.4% |
| Participant deferral / active EE | $5,757 | $6,837-15.8% | $5,856-1.7% | $6,977-17.5% |
| Admin fee / account holder | $2,578 | $25,162-89.8% | $20,388-87.4% | $19,030-86.5% |