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 | $106,915 | $212,777-49.8% | $173,703-38.4% | $198,609-46.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 19.35% | 18.82%+0.5pp | 17.46%+1.9pp | 202.70%-183.3pp |
| Employer contribution / active EE | $1,900 | $5,214-63.6% | $4,288-55.7% | $5,055-62.4% |
| Participant deferral / active EE | $2,801 | $5,697-50.8% | $4,854-42.3% | $6,977-59.9% |
| Admin fee / account holder | $854 | $19,536-95.6% | $15,562-94.5% | $19,030-95.5% |