Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $104,255 | $117,895-11.6% | $102,460+1.8% | $145,897-28.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 39.56% | 31.92%+7.6pp | 29.47%+10.1pp | 552.29%-512.7pp |
| Employer contribution / active EE | $8,942 | $3,619+147.1% | $3,025+195.6% | $4,663+91.8% |
| Participant deferral / active EE | $5,544 | $5,736-3.3% | $5,056+9.7% | $6,689-17.1% |
| Admin fee / account holder | $525 | $13,353-96.1% | $9,460-94.5% | $13,390-96.1% |