Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $99,965 | $67,602+47.9% | $82,312+21.4% | $70,126+42.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.86% | 21.57%-6.7pp | 25.88%-11.0pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,995 | $1,755+13.7% | $2,428-17.8% | $2,343-14.8% |
| Participant deferral / active EE | $3,731 | $2,987+24.9% | $3,706+0.7% | $3,332+12.0% |
| Admin fee / account holder | $9,525 | $4,512+111.1% | $5,608+69.9% | $4,645+105.0% |