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 | $104,337 | $99,345+5.0% | $84,753+23.1% | $273,972-61.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.26% | 22.93%-17.7pp | 22.78%-17.5pp | 41.46%-36.2pp |
| Employer contribution / active EE | $7,241 | $4,214+71.8% | $3,574+102.6% | $4,869+48.7% |
| Participant deferral / active EE | $3,663 | $4,270-14.2% | $3,712-1.3% | $5,287-30.7% |
| Admin fee / account holder | $2,807 | $6,645-57.8% | $5,333-47.4% | $10,133-72.3% |