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 | $113,899 | $89,259+27.6% | $107,187+6.3% | $82,637+37.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 21.39% | 21.02%+0.4pp | 204.55%-183.2pp | 53.51%-32.1pp |
| Employer contribution / active EE | $3,673 | $3,080+19.3% | $3,782-2.9% | $2,552+43.9% |
| Participant deferral / active EE | $8,280 | $4,037+105.1% | $5,096+62.5% | $4,126+100.7% |
| Admin fee / account holder | $4,552 | $7,381-38.3% | $9,162-50.3% | $7,339-38.0% |