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 | $110,288 | $45,079+144.7% | $69,461+58.8% | $72,983+51.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 21.76% | 22.65%-0.9pp | 28.97%-7.2pp | 81.01%-59.2pp |
| Employer contribution / active EE | $4,039 | $2,055+96.6% | $2,779+45.3% | $2,440+65.5% |
| Participant deferral / active EE | $6,323 | $2,603+142.9% | $3,536+78.8% | $3,608+75.3% |
| Admin fee / account holder | $1,088 | $3,056-64.4% | $3,840-71.7% | $5,124-78.8% |