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 | $99,698 | $64,920+53.6% | $103,693-3.9% | $86,983+14.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 13.15% | 30.29%-17.1pp | 47.61%-34.5pp | 25.83%-12.7pp |
| Employer contribution / active EE | $11,333 | $2,141+429.3% | $2,920+288.1% | $2,584+338.5% |
| Participant deferral / active EE | $3,370 | $3,241+4.0% | $4,579-26.4% | $4,194-19.7% |
| Admin fee / account holder | $17,636 | $6,191+184.8% | $7,858+124.4% | $7,856+124.5% |