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 | $99,022 | $101,618-2.6% | $93,063+6.4% | $137,256-27.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 10.63% | 223.95%-213.3pp | 34.15%-23.5pp | 220.34%-209.7pp |
| Employer contribution / active EE | $3,193 | $2,707+17.9% | $2,476+29.0% | $4,156-23.2% |
| Participant deferral / active EE | $5,259 | $4,279+22.9% | $3,958+32.9% | $6,407-17.9% |
| Admin fee / account holder | $4,242 | $6,198-31.6% | $6,033-29.7% | $12,270-65.4% |