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 | $108,826 | $103,393+5.3% | $87,103+24.9% | $152,909-28.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 23.42% | 28.10%-4.7pp | 28.19%-4.8pp | 345.46%-322.0pp |
| Employer contribution / active EE | $2,974 | $3,221-7.7% | $2,521+18.0% | $4,764-37.6% |
| Participant deferral / active EE | $7,065 | $4,778+47.9% | $4,049+74.5% | $5,851+20.7% |
| Admin fee / account holder | $8,512 | $12,195-30.2% | $7,491+13.6% | $11,601-26.6% |