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 | $107,418 | $117,829-8.8% | $102,423+4.9% | $145,877-26.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.41% | 31.83%-19.4pp | 29.42%-17.0pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,937 | $3,615-18.8% | $3,023-2.9% | $4,663-37.0% |
| Participant deferral / active EE | $4,385 | $5,732-23.5% | $5,054-13.2% | $6,691-34.5% |
| Admin fee / account holder | $277,606 | $13,335+1981.7% | $9,455+2836.2% | $13,402+1971.4% |