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 | $128,750 | $95,453+34.9% | $112,040+14.9% | $82,448+56.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.65% | 23.92%-9.3pp | 24.52%-9.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,758 | $2,318+19.0% | $2,954-6.6% | $2,551+8.1% |
| Participant deferral / active EE | $6,293 | $4,224+49.0% | $5,098+23.4% | $4,139+52.0% |
| Admin fee / account holder | $1,248 | $9,013-86.2% | $12,098-89.7% | $7,234-82.7% |