Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $106,962 | $124,980-14.4% | $108,359-1.3% | $154,746-30.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.41% | 45.00%-30.6pp | 36.89%-22.5pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,363 | $2,851-52.2% | $2,399-43.2% | $4,379-68.9% |
| Participant deferral / active EE | $6,236 | $4,743+31.5% | $4,137+50.7% | $6,730-7.3% |
| Admin fee / account holder | $1,273 | $11,502-88.9% | $9,741-86.9% | $14,365-91.1% |