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 | $109,289 | $86,938+25.7% | $102,423+6.7% | $80,925+35.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 15.25% | 18.89%-3.6pp | 29.42%-14.2pp | 35.65%-20.4pp |
| Employer contribution / active EE | $2,576 | $2,369+8.7% | $3,023-14.8% | $2,756-6.5% |
| Participant deferral / active EE | $7,311 | $4,120+77.4% | $5,054+44.6% | $4,299+70.1% |
| Admin fee / account holder | $3,699 | $8,053-54.1% | $9,455-60.9% | $6,940-46.7% |