Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $101,051 | $124,425-18.8% | $112,040-9.8% | $137,256-26.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 23.67% | 24.72%-1.0pp | 24.52%-0.8pp | 220.34%-196.7pp |
| Employer contribution / active EE | $2,912 | $3,411-14.6% | $2,954-1.4% | $4,156-29.9% |
| Participant deferral / active EE | $9,584 | $5,718+67.6% | $5,098+88.0% | $6,407+49.6% |
| Admin fee / account holder | $2,746 | $15,207-81.9% | $12,098-77.3% | $12,270-77.6% |