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 | $153,031 | $181,896-15.9% | $156,551-2.2% | $273,972-44.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.16% | 30.74%-27.6pp | 32.23%-29.1pp | 41.46%-38.3pp |
| Employer contribution / active EE | $18,025 | $6,248+188.5% | $5,501+227.6% | $4,869+270.2% |
| Participant deferral / active EE | $4,825 | $5,550-13.1% | $4,871-0.9% | $5,287-8.7% |
| Admin fee / account holder | $7,490 | $15,560-51.9% | $13,028-42.5% | $10,133-26.1% |