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 | $98,131 | $60,349+62.6% | $74,184+32.3% | $62,881+56.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.22% | 21.38%-15.2pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $4,314 | $1,680+156.7% | $2,370+82.0% | $2,281+89.1% |
| Participant deferral / active EE | $2,935 | $2,856+2.8% | $3,550-17.3% | $3,203-8.4% |
| Admin fee / account holder | $641 | $4,261-84.9% | $5,586-88.5% | $4,296-85.1% |