Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $114,139 | $106,974+6.7% | $90,796+25.7% | $138,895-17.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 13.65% | 20.10%-6.5pp | 19.29%-5.6pp | 145.39%-131.7pp |
| Employer contribution / active EE | $2,054 | $2,609-21.3% | $2,294-10.5% | $4,194-51.0% |
| Participant deferral / active EE | $9,654 | $4,455+116.7% | $3,822+152.6% | $6,396+50.9% |
| Admin fee / account holder | $1,047 | $8,626-87.9% | $7,024-85.1% | $12,562-91.7% |