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 | $56,565 | $135,905-58.4% | $126,068-55.1% | $198,609-71.5% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 15.11% | 14.07%+1.0pp | 15.01%+0.1pp | 202.70%-187.6pp |
| Employer contribution / active EE | $2,663 | $4,245-37.3% | $3,968-32.9% | $5,055-47.3% |
| Participant deferral / active EE | $9,700 | $8,523+13.8% | $8,214+18.1% | $6,977+39.0% |
| Admin fee / account holder | $3,724 | $21,036-82.3% | $18,264-79.6% | $19,030-80.4% |