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 | $99,073 | $183,592-46.0% | $155,574-36.3% | $145,877-32.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.20% | 61.37%-51.2pp | 64.87%-54.7pp | 551.28%-541.1pp |
| Employer contribution / active EE | $6,483 | $5,317+21.9% | $4,676+38.6% | $4,663+39.0% |
| Participant deferral / active EE | $9,213 | $6,466+42.5% | $5,629+63.7% | $6,691+37.7% |
| Admin fee / account holder | $14,882 | $19,316-23.0% | $15,914-6.5% | $13,402+11.0% |