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 | $87,685 | $185,883-52.8% | $170,043-48.4% | $139,466-37.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.63% | 60.54%-47.9pp | 53.40%-40.8pp | 373.66%-361.0pp |
| Employer contribution / active EE | $7,409 | $7,596-2.5% | $6,790+9.1% | $4,754+55.8% |
| Participant deferral / active EE | $8,630 | $11,626-25.8% | $10,410-17.1% | $6,712+28.6% |
| Admin fee / account holder | $772 | $15,393-95.0% | $12,824-94.0% | $11,409-93.2% |