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 | $107,050 | $81,504+31.3% | $102,437+4.5% | $80,959+32.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 14.06% | 25.60%-11.5pp | 24.95%-10.9pp | 35.67%-21.6pp |
| Employer contribution / active EE | $8,807 | $3,104+183.8% | $3,871+127.5% | $2,757+219.4% |
| Participant deferral / active EE | $5,716 | $3,871+47.7% | $5,060+13.0% | $4,300+32.9% |
| Admin fee / account holder | $1,112 | $6,719-83.5% | $8,388-86.7% | $6,925-83.9% |