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 | $104,365 | $117,846-11.4% | $102,434+1.9% | $145,884-28.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.23% | 31.90%-19.7pp | 29.46%-17.2pp | 551.85%-539.6pp |
| Employer contribution / active EE | $12,010 | $3,615+232.3% | $3,023+297.3% | $4,662+157.6% |
| Participant deferral / active EE | $9,100 | $5,733+58.7% | $5,055+80.0% | $6,690+36.0% |
| Admin fee / account holder | $606 | $13,356-95.5% | $9,462-93.6% | $13,392-95.5% |