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 | $114,207 | $127,387-10.3% | $115,038-0.7% | $125,389-8.9% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 0.08% | 31.28%-31.2pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,742 | $5,166-66.3% | $4,608-62.2% | $4,866-64.2% |
| Participant deferral / active EE | $3,484 | $6,423-45.8% | $6,026-42.2% | $5,352-34.9% |
| Admin fee / account holder | $14,541 | $9,516+52.8% | $8,175+77.9% | $9,541+52.4% |