Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $144,247 | $145,431-0.8% | $211,142-31.7% | $87,485+64.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 16.07% | 27.21%-11.1pp | 46.84%-30.8pp | 26.06%-10.0pp |
| Employer contribution / active EE | $3,947 | $4,662-15.3% | $6,442-38.7% | $2,596+52.0% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,387 | $17,052-74.3% | $19,076-77.0% | $7,775-43.6% |