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 | $117,885 | $80,983+45.6% | $96,544+22.1% | $75,177+56.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 12.91% | 27.05%-14.1pp | 25.88%-13.0pp | 160.75%-147.8pp |
| Employer contribution / active EE | $6,758 | $2,282+196.1% | $2,966+127.8% | $2,671+153.0% |
| Participant deferral / active EE | $6,359 | $3,929+61.9% | $4,851+31.1% | $4,126+54.1% |
| Admin fee / account holder | $4,428 | $6,717-34.1% | $8,254-46.4% | $5,651-21.7% |