Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $107,460 | $124,425-13.6% | $112,040-4.1% | $137,256-21.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.16% | 24.72%-11.6pp | 24.52%-11.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,026 | $3,411-40.6% | $2,954-31.4% | $4,156-51.3% |
| Participant deferral / active EE | $3,368 | $5,718-41.1% | $5,098-33.9% | $6,407-47.4% |
| Admin fee / account holder | $9,049 | $15,207-40.5% | $12,098-25.2% | $12,270-26.3% |