Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $101,002 | $107,733-6.2% | $92,985+8.6% | $154,746-34.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 18.32% | 30.39%-12.1pp | 27.99%-9.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,496 | $3,126-52.2% | $2,662-43.8% | $4,379-65.8% |
| Participant deferral / active EE | $3,965 | $5,053-21.5% | $4,377-9.4% | $6,730-41.1% |
| Admin fee / account holder | $964 | $11,369-91.5% | $9,463-89.8% | $14,365-93.3% |