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 | $111,162 | $95,453+16.5% | $112,040-0.8% | $82,448+34.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 13.93% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,746 | $2,318+18.5% | $2,954-7.1% | $2,551+7.6% |
| Participant deferral / active EE | $3,545 | $4,224-16.1% | $5,098-30.5% | $4,139-14.4% |
| Admin fee / account holder | $8,260 | $9,013-8.4% | $12,098-31.7% | $7,234+14.2% |