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 | $106,583 | $85,004+25.4% | $76,284+39.7% | $145,959-27.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 12.11% | 13.11%-1.0pp | 13.77%-1.7pp | 561.95%-549.8pp |
| Employer contribution / active EE | $7,984 | $5,265+51.7% | $4,585+74.1% | $4,661+71.3% |
| Participant deferral / active EE | $10,244 | $6,390+60.3% | $5,478+87.0% | $6,689+53.2% |
| Admin fee / account holder | $617 | $5,760-89.3% | $5,131-88.0% | $13,398-95.4% |