Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $93,297 | $100,970-7.6% | $96,576-3.4% | $137,256-32.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.51% | 38.16%-19.6pp | 38.47%-20.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $4,859 | $3,809+27.6% | $3,553+36.8% | $4,156+16.9% |
| Participant deferral / active EE | $5,840 | $8,286-29.5% | $7,956-26.6% | $6,407-8.8% |
| Admin fee / account holder | $2,443 | $11,312-78.4% | $11,381-78.5% | $12,270-80.1% |