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 | $103,509 | $132,310-21.8% | $105,754-2.1% | $273,972-62.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.27% | 10.08%-4.8pp | 12.25%-7.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $2,139 | $4,867-56.0% | $4,079-47.6% | $4,869-56.1% |
| Participant deferral / active EE | $3,129 | $6,233-49.8% | $5,326-41.2% | $5,287-40.8% |
| Admin fee / account holder | $29,633 | $12,036+146.2% | $8,309+256.6% | $10,133+192.5% |