Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $104,175 | $111,535-6.6% | $105,223-1.0% | $137,256-24.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.32% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $6,914 | $3,939+75.5% | $3,689+87.4% | $4,156+66.3% |
| Participant deferral / active EE | $10,949 | $5,500+99.1% | $5,072+115.9% | $6,407+70.9% |
| Admin fee / account holder | $2,173 | $9,721-77.6% | $8,859-75.5% | $12,270-82.3% |