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 | $89,940 | $106,280-15.4% | $96,538-6.8% | $139,487-35.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.36% | 38.48%-21.1pp | 35.74%-18.4pp | 373.84%-356.5pp |
| Employer contribution / active EE | $5,897 | $4,107+43.6% | $3,740+57.7% | $4,755+24.0% |
| Participant deferral / active EE | $9,579 | $5,457+75.5% | $4,880+96.3% | $6,713+42.7% |
| Admin fee / account holder | $921 | $7,888-88.3% | $6,737-86.3% | $11,407-91.9% |