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 | $103,056 | $81,476+26.5% | $102,383+0.7% | $80,925+27.3% |
| Participation rate | 90.4% | 66.8%+23.6pp | 74.5%+15.9pp | 67.7%+22.8pp |
| Annual return | 21.18% | 25.59%-4.4pp | 24.94%-3.8pp | 35.65%-14.5pp |
| Employer contribution / active EE | $4,769 | $3,105+53.6% | $3,870+23.2% | $2,756+73.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,897 | $6,717-71.8% | $8,391-77.4% | $6,940-72.7% |