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 | $102,719 | $86,919+18.2% | $102,457+0.3% | $80,911+27.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.14% | 18.90%-6.8pp | 29.41%-17.3pp | 35.63%-23.5pp |
| Employer contribution / active EE | $10,046 | $2,368+324.2% | $3,022+232.4% | $2,756+264.5% |
| Participant deferral / active EE | $4,704 | $4,119+14.2% | $5,054-6.9% | $4,297+9.5% |
| Admin fee / account holder | $461 | $8,049-94.3% | $9,451-95.1% | $6,935-93.4% |