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 | $123,155-16.3% | $108,753-5.2% | $155,188-33.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 13.29% | 44.73%-31.4pp | 37.47%-24.2pp | 148.84%-135.5pp |
| Employer contribution / active EE | $2,115 | $2,811-24.8% | $2,427-12.9% | $4,248-50.2% |
| Participant deferral / active EE | $3,273 | $4,623-29.2% | $4,115-20.4% | $6,531-49.9% |
| Admin fee / account holder | $3,375 | $12,126-72.2% | $10,320-67.3% | $14,480-76.7% |