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 | $101,002 | $87,166+15.9% | $76,735+31.6% | $137,256-26.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.32% | 26.50%-8.2pp | 29.77%-11.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,496 | $2,904-48.5% | $2,454-39.1% | $4,156-64.0% |
| Participant deferral / active EE | $3,965 | $4,726-16.1% | $4,088-3.0% | $6,407-38.1% |
| Admin fee / account holder | $964 | $8,403-88.5% | $7,189-86.6% | $12,270-92.1% |