Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $109,058 | $81,276+34.2% | $155,574-29.9% | $80,925+34.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.07% | 33.36%-16.3pp | 64.87%-47.8pp | 35.65%-18.6pp |
| Employer contribution / active EE | $6,982 | $3,103+125.0% | $4,676+49.3% | $2,756+153.3% |
| Participant deferral / active EE | $7,112 | $3,453+106.0% | $5,629+26.3% | $4,299+65.4% |
| Admin fee / account holder | $1,975 | $7,993-75.3% | $15,914-87.6% | $6,940-71.5% |