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 | $125,940 | $140,578-10.4% | $100,671+25.1% | $125,389+0.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.07% | 24.67%-24.6pp | 20.43%-20.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $4,813 | $5,965-19.3% | $4,012+20.0% | $4,866-1.1% |
| Participant deferral / active EE | $2,807 | $3,981-29.5% | $3,144-10.7% | $5,352-47.6% |
| Admin fee / account holder | $1,749 | $6,716-74.0% | $4,850-63.9% | $9,541-81.7% |