Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $100,903 | $97,765+3.2% | $103,486-2.5% | $145,884-30.8% |
| Participation rate | 83.3% | 81.1%+2.2pp | 80.5%+2.8pp | 80.3%+3.0pp |
| Annual return | 12.00% | 25.44%-13.4pp | 23.93%-11.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $5,195 | $4,687+10.8% | $4,679+11.0% | $4,662+11.4% |
| Participant deferral / active EE | $9,820 | $6,606+48.7% | $6,628+48.2% | $6,690+46.8% |
| Admin fee / account holder | $2,246 | $12,505-82.0% | $9,354-76.0% | $13,392-83.2% |