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 | $82,400 | $92,798-11.2% | $96,707-14.8% | $137,256-40.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 13.90% | 31.24%-17.3pp | 34.78%-20.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $5,054 | $4,147+21.8% | $4,191+20.6% | $4,156+21.6% |
| Participant deferral / active EE | $5,054 | $5,877-14.0% | $5,997-15.7% | $6,407-21.1% |
| Admin fee / account holder | $21,230 | $7,946+167.2% | $7,503+183.0% | $12,270+73.0% |