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 | $81,002 | $142,354-43.1% | $125,529-35.5% | $155,188-47.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 11.59% | 306.06%-294.5pp | 202.56%-191.0pp | 148.84%-137.2pp |
| Employer contribution / active EE | $2,392 | $3,501-31.7% | $3,058-21.8% | $4,248-43.7% |
| Participant deferral / active EE | $3,750 | $5,491-31.7% | $4,813-22.1% | $6,531-42.6% |
| Admin fee / account holder | $11,757 | $19,392-39.4% | $16,298-27.9% | $14,480-18.8% |