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 | $101,499 | $110,212-7.9% | $96,534+5.1% | $139,466-27.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.22% | 26.42%-8.2pp | 25.88%-7.7pp | 373.66%-355.4pp |
| Employer contribution / active EE | $2,456 | $3,620-32.1% | $2,965-17.2% | $4,754-48.3% |
| Participant deferral / active EE | $4,366 | $5,547-21.3% | $4,851-10.0% | $6,712-35.0% |
| Admin fee / account holder | $4,670 | $11,599-59.7% | $8,253-43.4% | $11,409-59.1% |