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 | $95,659 | $180,028-46.9% | $138,135-30.7% | $158,966-39.8% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 16.90% | 21.68%-4.8pp | 20.51%-3.6pp | 302.95%-286.0pp |
| Employer contribution / active EE | $4,211 | $7,470-43.6% | $5,587-24.6% | $4,762-11.6% |
| Participant deferral / active EE | $6,868 | $7,717-11.0% | $6,431+6.8% | $5,983+14.8% |
| Admin fee / account holder | $9,025 | $17,912-49.6% | $11,856-23.9% | $11,250-19.8% |