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 | $100,759 | $108,825-7.4% | $156,181-35.5% | $82,448+22.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.22% | 20.59%-5.4pp | 64.87%-49.7pp | 41.64%-26.4pp |
| Employer contribution / active EE | $3,353 | $2,870+16.9% | $4,294-21.9% | $2,551+31.5% |
| Participant deferral / active EE | $5,967 | $4,577+30.4% | $6,132-2.7% | $4,139+44.2% |
| Admin fee / account holder | $689 | $9,341-92.6% | $14,586-95.3% | $7,234-90.5% |