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 | $113,721 | $71,215+59.7% | $93,696+21.4% | $80,935+40.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 17.08% | 11.27%+5.8pp | 133.74%-116.7pp | 35.66%-18.6pp |
| Employer contribution / active EE | $3,751 | $1,565+139.7% | $2,422+54.9% | $2,757+36.1% |
| Participant deferral / active EE | $9,285 | $4,037+130.0% | $4,417+110.2% | $4,299+116.0% |
| Admin fee / account holder | $8,059 | $6,958+15.8% | $8,287-2.7% | $6,924+16.4% |