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 | $99,776 | $126,661-21.2% | $113,397-12.0% | $138,895-28.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.15% | 25.05%-10.9pp | 23.20%-9.1pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,486 | $3,456-28.1% | $2,977-16.5% | $4,194-40.7% |
| Participant deferral / active EE | $7,570 | $5,693+33.0% | $5,076+49.1% | $6,396+18.4% |
| Admin fee / account holder | $2,531 | $14,549-82.6% | $11,957-78.8% | $12,562-79.9% |