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 | $112,698 | $228,395-50.7% | $185,861-39.4% | $158,982-29.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.36% | 40.82%-31.5pp | 35.96%-26.6pp | 302.99%-293.6pp |
| Employer contribution / active EE | $7,500 | $4,968+51.0% | $4,088+83.5% | $4,763+57.5% |
| Participant deferral / active EE | $3,929 | $6,417-38.8% | $5,634-30.3% | $5,983-34.3% |
| Admin fee / account holder | $21,270 | $11,869+79.2% | $9,503+123.8% | $11,252+89.0% |