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 | $96,509 | $162,812-40.7% | $133,971-28.0% | $158,966-39.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.87% | 41.94%-32.1pp | 45.09%-35.2pp | 302.95%-293.1pp |
| Employer contribution / active EE | $3,940 | $4,976-20.8% | $3,919+0.5% | $4,762-17.3% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $26,895 | $11,741+129.1% | $8,929+201.2% | $11,250+139.1% |