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 | $109,678 | $95,453+14.9% | $112,040-2.1% | $82,448+33.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 16.14% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $3,265 | $2,318+40.9% | $2,954+10.5% | $2,551+28.0% |
| Participant deferral / active EE | $2,654 | $4,224-37.2% | $5,098-47.9% | $4,139-35.9% |
| Admin fee / account holder | $2,362 | $9,013-73.8% | $12,098-80.5% | $7,234-67.3% |