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 | $102,923 | $172,111-40.2% | $150,298-31.5% | $137,256-25.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.61% | 69.37%-57.8pp | 62.79%-51.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,298 | $4,636-50.4% | $4,154-44.7% | $4,156-44.7% |
| Participant deferral / active EE | $2,153 | $6,166-65.1% | $5,453-60.5% | $6,407-66.4% |
| Admin fee / account holder | $13,249 | $16,471-19.6% | $14,116-6.1% | $12,270+8.0% |