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 | $97,821 | $86,922+12.5% | $102,438-4.5% | $80,874+21.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 20.53% | 18.90%+1.6pp | 29.37%-8.8pp | 35.62%-15.1pp |
| Employer contribution / active EE | $1,331 | $2,369-43.8% | $3,024-56.0% | $2,756-51.7% |
| Participant deferral / active EE | $4,009 | $4,119-2.7% | $5,054-20.7% | $4,297-6.7% |
| Admin fee / account holder | $9,923 | $8,050+23.3% | $9,448+5.0% | $6,935+43.1% |