Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $86,752 | $167,415-48.2% | $140,514-38.3% | $198,609-56.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 10.54% | 13.85%-3.3pp | 14.36%-3.8pp | 202.70%-192.2pp |
| Employer contribution / active EE | $4,438 | $4,088+8.6% | $3,378+31.4% | $5,055-12.2% |
| Participant deferral / active EE | $7,226 | $5,579+29.5% | $4,919+46.9% | $6,977+3.6% |
| Admin fee / account holder | $70,133 | $16,730+319.2% | $13,697+412.0% | $19,030+268.5% |