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 | $81,457+31.4% | $103,378+3.6% | $80,911+32.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.06% | 25.58%-11.5pp | 24.91%-10.9pp | 35.63%-21.6pp |
| Employer contribution / active EE | $8,807 | $3,107+183.4% | $3,870+127.5% | $2,756+219.6% |
| Participant deferral / active EE | $5,716 | $3,871+47.7% | $5,058+13.0% | $4,297+33.0% |
| Admin fee / account holder | $1,112 | $6,717-83.5% | $8,401-86.8% | $6,935-84.0% |