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 | $100,358 | $127,387-21.2% | $115,038-12.8% | $125,389-20.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.76% | 31.28%-32.0pp | 26.14%-26.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $5,026 | $5,166-2.7% | $4,608+9.1% | $4,866+3.3% |
| Participant deferral / active EE | $8,929 | $6,423+39.0% | $6,026+48.2% | $5,352+66.8% |
| Admin fee / account holder | $2,406 | $9,516-74.7% | $8,175-70.6% | $9,541-74.8% |