Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $103,438 | $101,778+1.6% | $164,975-37.3% | $80,925+27.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 11.57% | 16.73%-5.2pp | 70.12%-58.5pp | 35.65%-24.1pp |
| Employer contribution / active EE | $1,782 | $2,954-39.7% | $4,343-59.0% | $2,756-35.3% |
| Participant deferral / active EE | $4,353 | $4,477-2.8% | $6,033-27.8% | $4,299+1.3% |
| Admin fee / account holder | $8,615 | $8,221+4.8% | $12,688-32.1% | $6,940+24.1% |