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 | $127,203 | $136,307-6.7% | $106,619+19.3% | $273,972-53.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 5.58% | 11.05%-5.5pp | 9.42%-3.8pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,467 | $5,190-52.5% | $3,947-37.5% | $4,869-49.3% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,000 | $8,625-7.2% | $6,418+24.6% | $10,133-21.0% |