Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $111,796 | $136,860-18.3% | $120,344-7.1% | $154,746-27.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 12.35% | 21.38%-9.0pp | 20.30%-8.0pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,321 | $3,533-62.6% | $3,020-56.2% | $4,379-69.8% |
| Participant deferral / active EE | $5,569 | $5,793-3.9% | $5,135+8.5% | $6,730-17.3% |
| Admin fee / account holder | $1,117 | $15,393-92.7% | $12,742-91.2% | $14,365-92.2% |