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 | $113,927 | $138,385-17.7% | $184,243-38.2% | $80,925+40.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 11.43% | 20.02%-8.6pp | 28.82%-17.4pp | 35.65%-24.2pp |
| Employer contribution / active EE | $4,280 | $4,851-11.8% | $6,427-33.4% | $2,756+55.3% |
| Participant deferral / active EE | $8,783 | $7,075+24.1% | $9,132-3.8% | $4,299+104.3% |
| Admin fee / account holder | $24,488 | $10,489+133.5% | $13,914+76.0% | $6,940+252.8% |