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 | $100,598 | $140,578-28.4% | $100,671-0.1% | $125,388-19.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 2.56% | 24.67%-22.1pp | 20.43%-17.9pp | 282.24%-279.7pp |
| Employer contribution / active EE | $2,234 | $5,965-62.6% | $4,012-44.3% | $4,866-54.1% |
| Participant deferral / active EE | $7,959 | $3,981+99.9% | $3,144+153.2% | $5,352+48.7% |
| Admin fee / account holder | $40,745 | $6,716+506.7% | $4,850+740.1% | $9,541+327.1% |