Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $89,335 | $213,785-58.2% | $185,441-51.8% | $155,188-42.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 12.92% | 19.97%-7.0pp | 20.16%-7.2pp | 148.84%-135.9pp |
| Employer contribution / active EE | $2,257 | $5,393-58.2% | $4,672-51.7% | $4,248-46.9% |
| Participant deferral / active EE | $2,920 | $6,864-57.5% | $6,152-52.5% | $6,531-55.3% |
| Admin fee / account holder | $7,441 | $21,134-64.8% | $17,890-58.4% | $14,480-48.6% |