Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $93,778 | $211,239-55.6% | $178,528-47.5% | $145,877-35.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.71% | 30.22%-18.5pp | 27.11%-15.4pp | 551.28%-539.6pp |
| Employer contribution / active EE | $7,023 | $4,570+53.7% | $3,950+77.8% | $4,663+50.6% |
| Participant deferral / active EE | $26,250 | $6,963+277.0% | $6,278+318.1% | $6,691+292.3% |
| Admin fee / account holder | $735 | $12,095-93.9% | $10,419-92.9% | $13,402-94.5% |