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 | $85,702 | $90,590-5.4% | $90,782-5.6% | $135,382-36.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | 21.03% | -3.40%+24.4pp | -3.42%+24.5pp | 519.77%-498.7pp |
| Employer contribution / active EE | $6,378 | $4,352+46.5% | $4,105+55.4% | $4,779+33.5% |
| Participant deferral / active EE | $8,256 | $5,407+52.7% | $5,366+53.9% | $5,609+47.2% |
| Admin fee / account holder | $1,039 | $7,683-86.5% | $5,908-82.4% | $10,829-90.4% |