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 | $117,676 | $105,929+11.1% | $81,926+43.6% | $158,950-26.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 6.10% | 38.19%-32.1pp | 29.49%-23.4pp | 302.91%-296.8pp |
| Employer contribution / active EE | $3,696 | $7,802-52.6% | $4,310-14.3% | $4,762-22.4% |
| Participant deferral / active EE | $1,537 | $13,007-88.2% | $7,108-78.4% | $5,983-74.3% |
| Admin fee / account holder | $1,237 | $8,492-85.4% | $5,159-76.0% | $11,248-89.0% |