Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $104,996 | $98,776+6.3% | $149,745-29.9% | $79,856+31.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.60% | 27.38%-8.8pp | 276.72%-258.1pp | 31.71%-13.1pp |
| Employer contribution / active EE | $3,469 | $3,217+7.8% | $4,646-25.3% | $2,471+40.4% |
| Participant deferral / active EE | $8,057 | $5,681+41.8% | $6,843+17.7% | $3,741+115.4% |
| Admin fee / account holder | $2,599 | $6,053-57.1% | $9,312-72.1% | $5,306-51.0% |