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 | $113,898 | $125,797-9.5% | $170,043-33.0% | $75,173+51.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.81% | 27.20%-12.4pp | 53.40%-38.6pp | 160.72%-145.9pp |
| Employer contribution / active EE | $2,683 | $4,616-41.9% | $6,790-60.5% | $2,671+0.4% |
| Participant deferral / active EE | $3,802 | $6,838-44.4% | $10,410-63.5% | $4,126-7.9% |
| Admin fee / account holder | $8,481 | $8,177+3.7% | $12,824-33.9% | $5,651+50.1% |