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 | $123,683 | $101,778+21.5% | $164,975-25.0% | $80,925+52.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 14.51% | 16.73%-2.2pp | 70.12%-55.6pp | 35.65%-21.1pp |
| Employer contribution / active EE | $6,938 | $2,954+134.9% | $4,343+59.8% | $2,756+151.7% |
| Participant deferral / active EE | $6,232 | $4,477+39.2% | $6,033+3.3% | $4,299+45.0% |
| Admin fee / account holder | $753 | $8,221-90.8% | $12,688-94.1% | $6,940-89.1% |