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 | $103,877 | $99,633+4.3% | $183,328-43.3% | $82,448+26.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 77.3%+22.7pp | 68.1%+31.9pp |
| Annual return | 15.88% | 17.84%-2.0pp | 29.67%-13.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $4,075 | $3,256+25.1% | $5,055-19.4% | $2,551+59.7% |
| Participant deferral / active EE | $3,093 | $4,938-37.4% | $6,795-54.5% | $4,139-25.3% |
| Admin fee / account holder | $31,906 | $9,934+221.2% | $21,427+48.9% | $7,234+341.0% |