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 | $95,684 | $110,379-13.3% | $102,412-6.6% | $145,884-34.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.82% | 24.84%-10.0pp | 24.94%-10.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $3,237 | $4,216-23.2% | $3,870-16.4% | $4,662-30.6% |
| Participant deferral / active EE | $9,474 | $5,622+68.5% | $5,060+87.2% | $6,690+41.6% |
| Admin fee / account holder | $1,151 | $9,745-88.2% | $8,388-86.3% | $13,392-91.4% |