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 | $92,375 | $80,992+14.1% | $96,534-4.3% | $75,173+22.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 15.95% | 27.05%-11.1pp | 25.88%-9.9pp | 160.72%-144.8pp |
| Employer contribution / active EE | $1,112 | $2,283-51.3% | $2,965-62.5% | $2,671-58.4% |
| Participant deferral / active EE | $3,880 | $3,929-1.2% | $4,851-20.0% | $4,126-6.0% |
| Admin fee / account holder | $7,425 | $6,717+10.5% | $8,253-10.0% | $5,651+31.4% |