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 | $104,635 | $152,460-31.4% | $118,746-11.9% | $147,585-29.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 15.31% | 17.41%-2.1pp | 24.54%-9.2pp | 578.58%-563.3pp |
| Employer contribution / active EE | $17,466 | $5,046+246.1% | $4,193+316.6% | $4,876+258.2% |
| Participant deferral / active EE | $15,106 | $6,212+143.2% | $5,332+183.3% | $5,439+177.7% |
| Admin fee / account holder | $2,292 | $16,953-86.5% | $10,720-78.6% | $10,886-78.9% |