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 | $96,578 | $152,619-36.7% | $125,195-22.9% | $152,909-36.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.72% | 54.85%-32.1pp | 43.79%-21.1pp | 345.46%-322.7pp |
| Employer contribution / active EE | $2,773 | $4,947-44.0% | $3,866-28.3% | $4,764-41.8% |
| Participant deferral / active EE | $5,487 | $5,869-6.5% | $4,937+11.1% | $5,851-6.2% |
| Admin fee / account holder | $910 | $13,437-93.2% | $9,704-90.6% | $11,601-92.2% |