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 | $105,700 | $162,785-35.1% | $133,959-21.1% | $158,950-33.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.58% | 41.94%-24.4pp | 45.09%-27.5pp | 302.91%-285.3pp |
| Employer contribution / active EE | $11,961 | $4,975+140.4% | $3,919+205.2% | $4,762+151.2% |
| Participant deferral / active EE | $9,630 | $5,910+62.9% | $5,047+90.8% | $5,983+61.0% |
| Admin fee / account holder | $312 | $11,738-97.3% | $8,928-96.5% | $11,248-97.2% |