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 | $115,969 | $72,027+61.0% | $185,835-37.6% | $79,852+45.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 11.97% | 23.13%-11.2pp | 35.96%-24.0pp | 31.72%-19.7pp |
| Employer contribution / active EE | $3,653 | $1,965+85.9% | $4,087-10.6% | $2,471+47.8% |
| Participant deferral / active EE | $9,592 | $3,780+153.8% | $5,633+70.3% | $3,740+156.4% |
| Admin fee / account holder | $942 | $4,513-79.1% | $9,502-90.1% | $5,306-82.3% |