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 | $92,224 | $112,729-18.2% | $98,716-6.6% | $137,256-32.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.85% | 38.48%-20.6pp | 31.81%-14.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $8,322 | $2,725+205.4% | $2,279+265.2% | $4,156+100.2% |
| Participant deferral / active EE | $6,609 | $4,640+42.4% | $4,048+63.3% | $6,407+3.2% |
| Admin fee / account holder | $538 | $10,129-94.7% | $8,703-93.8% | $12,270-95.6% |