Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $94,642 | $201,370-53.0% | $184,256-48.6% | $145,897-35.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.81% | 29.05%-14.2pp | 28.85%-14.0pp | 552.29%-537.5pp |
| Employer contribution / active EE | $9,398 | $7,024+33.8% | $6,427+46.2% | $4,663+101.6% |
| Participant deferral / active EE | $20,542 | $9,808+109.4% | $9,133+124.9% | $6,689+207.1% |
| Admin fee / account holder | $10,060 | $16,364-38.5% | $13,899-27.6% | $13,390-24.9% |