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 | $124,402 | $213,785-41.8% | $185,441-32.9% | $155,188-19.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 7.97% | 19.97%-12.0pp | 20.16%-12.2pp | 148.84%-140.9pp |
| Employer contribution / active EE | $2,303 | $5,393-57.3% | $4,672-50.7% | $4,248-45.8% |
| Participant deferral / active EE | $3,428 | $6,864-50.1% | $6,152-44.3% | $6,531-47.5% |
| Admin fee / account holder | $12,969 | $21,134-38.6% | $17,890-27.5% | $14,480-10.4% |