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 | $93,941 | $127,790-26.5% | $106,555-11.8% | $167,536-43.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 16.97% | 33.88%-16.9pp | 26.80%-9.8pp | 478.82%-461.8pp |
| Employer contribution / active EE | $1,238 | $3,428-63.9% | $2,819-56.1% | $4,839-74.4% |
| Participant deferral / active EE | $3,735 | $5,088-26.6% | $4,399-15.1% | $6,342-41.1% |
| Admin fee / account holder | $1,441 | $11,229-87.2% | $7,408-80.6% | $12,315-88.3% |