Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $104,067 | $117,859-11.7% | $102,438+1.6% | $145,959-28.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.90% | 31.72%-17.8pp | 29.37%-15.5pp | 561.95%-548.1pp |
| Employer contribution / active EE | $3,563 | $3,615-1.4% | $3,024+17.8% | $4,661-23.6% |
| Participant deferral / active EE | $20,783 | $5,732+262.6% | $5,054+311.2% | $6,689+210.7% |
| Admin fee / account holder | $5,265 | $13,318-60.5% | $9,448-44.3% | $13,398-60.7% |