Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $102,723 | $110,212-6.8% | $96,534+6.4% | $139,466-26.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.49% | 26.42%-9.9pp | 25.88%-9.4pp | 373.66%-357.2pp |
| Employer contribution / active EE | $5,068 | $3,620+40.0% | $2,965+70.9% | $4,754+6.6% |
| Participant deferral / active EE | $10,688 | $5,547+92.7% | $4,851+120.3% | $6,712+59.2% |
| Admin fee / account holder | $36,930 | $11,599+218.4% | $8,253+347.5% | $11,409+223.7% |