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 | $125,190 | $140,592-11.0% | $123,106+1.7% | $125,388-0.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.55% | 16.80%-16.3pp | 13.22%-12.7pp | 282.24%-281.7pp |
| Employer contribution / active EE | $4,823 | $6,041-20.2% | $5,151-6.4% | $4,866-0.9% |
| Participant deferral / active EE | $11,932 | $6,980+70.9% | $6,229+91.5% | $5,352+123.0% |
| Admin fee / account holder | $1,973 | $11,198-82.4% | $9,015-78.1% | $9,541-79.3% |