Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $88,619 | $117,895-24.8% | $102,460-13.5% | $145,897-39.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.54% | 31.92%-18.4pp | 29.47%-15.9pp | 552.29%-538.8pp |
| Employer contribution / active EE | $3,612 | $3,619-0.2% | $3,025+19.4% | $4,663-22.5% |
| Participant deferral / active EE | $16,554 | $5,736+188.6% | $5,056+227.4% | $6,689+147.5% |
| Admin fee / account holder | $9,209 | $13,353-31.0% | $9,460-2.7% | $13,390-31.2% |