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 | $123,568 | $106,749+15.8% | $145,433-15.0% | $82,448+49.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.61% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,724 | $3,444-49.9% | $4,554-62.1% | $2,551-32.4% |
| Participant deferral / active EE | $10,549 | $6,519+61.8% | $7,897+33.6% | $4,139+154.8% |
| Admin fee / account holder | $5,102 | $8,390-39.2% | $13,129-61.1% | $7,234-29.5% |