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 | $72,132 | $155,555-53.6% | $146,866-50.9% | $155,188-53.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.11% | 115.41%-103.3pp | 102.85%-90.7pp | 148.84%-136.7pp |
| Employer contribution / active EE | $3,519 | $4,647-24.3% | $4,425-20.5% | $4,248-17.1% |
| Participant deferral / active EE | $4,357 | $8,044-45.8% | $7,759-43.8% | $6,531-33.3% |
| Admin fee / account holder | $686 | $14,755-95.4% | $13,620-95.0% | $14,480-95.3% |