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 | $102,394 | $106,280-3.7% | $96,538+6.1% | $139,487-26.6% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.3%+10.7pp | 80.3%+4.7pp |
| Annual return | 12.86% | 38.48%-25.6pp | 35.74%-22.9pp | 373.84%-361.0pp |
| Employer contribution / active EE | $2,845 | $4,107-30.7% | $3,740-23.9% | $4,755-40.2% |
| Participant deferral / active EE | $4,152 | $5,457-23.9% | $4,880-14.9% | $6,713-38.1% |
| Admin fee / account holder | $542 | $7,888-93.1% | $6,737-92.0% | $11,407-95.3% |