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 | $98,345 | $123,155-20.1% | $108,753-9.6% | $155,188-36.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 14.98% | 44.73%-29.7pp | 37.47%-22.5pp | 148.84%-133.9pp |
| Employer contribution / active EE | $1,061 | $2,811-62.3% | $2,427-56.3% | $4,248-75.0% |
| Participant deferral / active EE | $3,757 | $4,623-18.7% | $4,115-8.7% | $6,531-42.5% |
| Admin fee / account holder | $4,428 | $12,126-63.5% | $10,320-57.1% | $14,480-69.4% |