Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $106,754 | $110,303-3.2% | $95,759+11.5% | $139,487-23.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.77% | 27.19%-12.4pp | 28.42%-13.6pp | 373.84%-359.1pp |
| Employer contribution / active EE | $8,015 | $3,261+145.8% | $2,836+182.6% | $4,755+68.6% |
| Participant deferral / active EE | $11,330 | $4,674+142.4% | $4,244+167.0% | $6,713+68.8% |
| Admin fee / account holder | $7,475 | $6,615+13.0% | $5,678+31.6% | $11,407-34.5% |