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 | $116,778 | $81,276+43.7% | $155,574-24.9% | $80,925+44.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 36.27% | 33.36%+2.9pp | 64.87%-28.6pp | 35.65%+0.6pp |
| Employer contribution / active EE | $2,524 | $3,103-18.7% | $4,676-46.0% | $2,756-8.4% |
| Participant deferral / active EE | $4,965 | $3,453+43.8% | $5,629-11.8% | $4,299+15.5% |
| Admin fee / account holder | $19,638 | $7,993+145.7% | $15,914+23.4% | $6,940+183.0% |