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 | $110,892 | $66,813+66.0% | $100,535+10.3% | $73,497+50.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.4%+20.6pp | 70.7%+29.3pp |
| Annual return | 18.83% | 25.70%-6.9pp | 30.90%-12.1pp | 28.51%-9.7pp |
| Employer contribution / active EE | $7,789 | $2,147+262.8% | $3,419+127.8% | $2,270+243.1% |
| Participant deferral / active EE | $10,655 | $5,883+81.1% | $6,271+69.9% | $3,740+184.9% |
| Admin fee / account holder | $1,556 | $512+203.8% | $8,085-80.8% | $513+203.2% |