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 | $99,611 | $87,166+14.3% | $76,735+29.8% | $137,256-27.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.13% | 26.50%-13.4pp | 29.77%-16.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $8,251 | $2,904+184.1% | $2,454+236.2% | $4,156+98.5% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,509 | $8,403-82.0% | $7,189-79.0% | $12,270-87.7% |