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 | $96,478 | $201,344-52.1% | $184,243-47.6% | $145,877-33.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.11% | 29.01%-18.9pp | 28.82%-18.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $3,747 | $7,022-46.6% | $6,427-41.7% | $4,663-19.7% |
| Participant deferral / active EE | $9,044 | $9,807-7.8% | $9,132-1.0% | $6,691+35.2% |
| Admin fee / account holder | $2,337 | $16,382-85.7% | $13,914-83.2% | $13,402-82.6% |