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 | $92,984 | $157,304-40.9% | $141,197-34.1% | $152,909-39.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.51% | 64.34%-48.8pp | 71.41%-55.9pp | 345.46%-330.0pp |
| Employer contribution / active EE | $4,593 | $5,263-12.7% | $4,736-3.0% | $4,764-3.6% |
| Participant deferral / active EE | $8,786 | $7,111+23.6% | $6,710+30.9% | $5,851+50.2% |
| Admin fee / account holder | $2,380 | $12,126-80.4% | $10,265-76.8% | $11,601-79.5% |