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 | $98,219 | $162,821-39.7% | $133,978-26.7% | $158,982-38.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.74% | 41.95%-24.2pp | 45.10%-27.4pp | 302.99%-285.2pp |
| Employer contribution / active EE | $3,267 | $4,976-34.3% | $3,919-16.6% | $4,763-31.4% |
| Participant deferral / active EE | $7,051 | $5,910+19.3% | $5,047+39.7% | $5,983+17.8% |
| Admin fee / account holder | $3,286 | $11,742-72.0% | $8,930-63.2% | $11,252-70.8% |