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 | $92,808 | $148,629-37.6% | $135,982-31.7% | $139,487-33.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.73% | 79.33%-59.6pp | 68.32%-48.6pp | 373.84%-354.1pp |
| Employer contribution / active EE | $6,337 | $5,247+20.8% | $4,859+30.4% | $4,755+33.3% |
| Participant deferral / active EE | $12,070 | $8,102+49.0% | $7,760+55.5% | $6,713+79.8% |
| Admin fee / account holder | $1,292 | $12,406-89.6% | $10,767-88.0% | $11,407-88.7% |