Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $97,828 | $111,535-12.3% | $105,223-7.0% | $137,256-28.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.22% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,254 | $3,939-42.8% | $3,689-38.9% | $4,156-45.8% |
| Participant deferral / active EE | $8,125 | $5,500+47.7% | $5,072+60.2% | $6,407+26.8% |
| Admin fee / account holder | $1,359 | $9,721-86.0% | $8,859-84.7% | $12,270-88.9% |