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 | $118,296 | $139,948-15.5% | $121,663-2.8% | $154,746-23.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 13.07% | 230.52%-217.4pp | 147.54%-134.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $2,038 | $3,521-42.1% | $3,020-32.5% | $4,379-53.5% |
| Participant deferral / active EE | $2,033 | $5,629-63.9% | $4,887-58.4% | $6,730-69.8% |
| Admin fee / account holder | $3,532 | $17,321-79.6% | $14,289-75.3% | $14,365-75.4% |