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 | $95,392 | $101,798-6.3% | $165,071-42.2% | $80,935+17.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 11.96% | 16.73%-4.8pp | 70.17%-58.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $3,995 | $2,954+35.2% | $4,347-8.1% | $2,757+44.9% |
| Participant deferral / active EE | $6,036 | $4,476+34.8% | $6,0350% | $4,299+40.4% |
| Admin fee / account holder | $3,341 | $8,221-59.4% | $12,695-73.7% | $6,924-51.8% |