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 | $143,287 | $124,351+15.2% | $109,188+31.2% | $167,553-14.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.04% | 26.04%-16.0pp | 25.76%-15.7pp | 478.89%-468.9pp |
| Employer contribution / active EE | $2,574 | $4,210-38.9% | $3,723-30.9% | $4,840-46.8% |
| Participant deferral / active EE | $10,625 | $5,257+102.1% | $4,654+128.3% | $6,343+67.5% |
| Admin fee / account holder | $1,354 | $7,975-83.0% | $6,755-80.0% | $12,316-89.0% |