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 | $118,368 | $106,864+10.8% | $147,318-19.7% | $82,637+43.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.36% | 27.49%-12.1pp | 70.43%-55.1pp | 53.51%-38.2pp |
| Employer contribution / active EE | $10,214 | $3,417+199.0% | $4,593+122.4% | $2,552+300.2% |
| Participant deferral / active EE | $6,589 | $6,496+1.4% | $7,906-16.7% | $4,126+59.7% |
| Admin fee / account holder | $549 | $8,415-93.5% | $13,708-96.0% | $7,339-92.5% |