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 | $109,391 | $115,903-5.6% | $100,528+8.8% | $158,966-31.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.14% | 34.80%-20.7pp | 30.90%-16.8pp | 302.95%-288.8pp |
| Employer contribution / active EE | $2,234 | $4,105-45.6% | $3,419-34.7% | $4,762-53.1% |
| Participant deferral / active EE | $2,311 | $6,677-65.4% | $6,271-63.1% | $5,983-61.4% |
| Admin fee / account holder | $2,967 | $11,000-73.0% | $8,084-63.3% | $11,250-73.6% |