Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $109,040 | $106,749+2.1% | $145,433-25.0% | $82,448+32.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.92% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $10,570 | $3,444+206.9% | $4,554+132.1% | $2,551+314.3% |
| Participant deferral / active EE | $11,631 | $6,519+78.4% | $7,897+47.3% | $4,139+181.0% |
| Admin fee / account holder | $4,716 | $8,390-43.8% | $13,129-64.1% | $7,234-34.8% |