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 | $87,442 | $110,337-20.8% | $102,383-14.6% | $145,877-40.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.28% | 24.83%-6.6pp | 24.94%-6.7pp | 551.28%-533.0pp |
| Employer contribution / active EE | $3,732 | $4,216-11.5% | $3,870-3.6% | $4,663-20.0% |
| Participant deferral / active EE | $10,319 | $5,621+83.6% | $5,060+103.9% | $6,691+54.2% |
| Admin fee / account holder | $1,028 | $9,750-89.5% | $8,391-87.8% | $13,402-92.3% |