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 | $82,595 | $88,583-6.8% | $88,497-6.7% | $273,972-69.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 4.76% | 5.68%-0.9pp | 7.63%-2.9pp | 41.46%-36.7pp |
| Employer contribution / active EE | $3,934 | $4,502-12.6% | $4,036-2.5% | $4,869-19.2% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $16,445 | $8,980+83.1% | $6,220+164.4% | $10,133+62.3% |