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 | $240,198 | $254,759-5.7% | $216,567+10.9% | $198,609+20.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 8.57% | 10.04%-1.5pp | 12.94%-4.4pp | 202.70%-194.1pp |
| Employer contribution / active EE | $3,625 | $6,096-40.5% | $5,216-30.5% | $5,055-28.3% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $10,114 | $26,311-61.6% | $21,981-54.0% | $19,030-46.9% |