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 | $95,873 | $152,612-37.2% | $125,192-23.4% | $152,897-37.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.68% | 54.85%-34.2pp | 43.79%-23.1pp | 345.43%-324.8pp |
| Employer contribution / active EE | $5,769 | $4,947+16.6% | $3,866+49.2% | $4,764+21.1% |
| Participant deferral / active EE | $5,124 | $5,868-12.7% | $4,937+3.8% | $5,851-12.4% |
| Admin fee / account holder | $761 | $13,437-94.3% | $9,704-92.2% | $11,599-93.4% |