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 | $103,045 | $115,225-10.6% | $100,712+2.3% | $138,895-25.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 13.29% | 40.35%-27.1pp | 33.27%-20.0pp | 145.39%-132.1pp |
| Employer contribution / active EE | $2,115 | $2,771-23.7% | $2,313-8.6% | $4,194-49.6% |
| Participant deferral / active EE | $3,273 | $4,699-30.3% | $4,085-19.9% | $6,396-48.8% |
| Admin fee / account holder | $3,375 | $10,844-68.9% | $9,256-63.5% | $12,562-73.1% |