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 | $108,353 | $96,558+12.2% | $80,977+33.8% | $273,972-60.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.86% | 15.14%-8.3pp | 17.11%-10.2pp | 41.46%-34.6pp |
| Employer contribution / active EE | $926 | $4,869-81.0% | $3,715-75.1% | $4,869-81.0% |
| Participant deferral / active EE | $1,820 | $6,598-72.4% | $5,696-68.0% | $5,287-65.6% |
| Admin fee / account holder | $2,506 | $7,493-66.6% | $5,517-54.6% | $10,133-75.3% |