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 | $89,636 | $86,938+3.1% | $102,423-12.5% | $80,925+10.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.02% | 18.89%-7.9pp | 29.42%-18.4pp | 35.65%-24.6pp |
| Employer contribution / active EE | $10,469 | $2,369+341.9% | $3,023+246.3% | $2,756+279.8% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,369 | $8,053-45.7% | $9,455-53.8% | $6,940-37.1% |