Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $111,929 | $155,555-28.0% | $146,866-23.8% | $155,188-27.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.28% | 115.41%-101.1pp | 102.85%-88.6pp | 148.84%-134.6pp |
| Employer contribution / active EE | $2,630 | $4,647-43.4% | $4,425-40.6% | $4,248-38.1% |
| Participant deferral / active EE | $8,925 | $8,044+11.0% | $7,759+15.0% | $6,531+36.7% |
| Admin fee / account holder | $879 | $14,755-94.0% | $13,620-93.5% | $14,480-93.9% |