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 | $103,136 | $54,757+88.4% | $90,304+14.2% | $72,975+41.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 28.85% | 30.63%-1.8pp | 78.13%-49.3pp | 81.01%-52.2pp |
| Employer contribution / active EE | $13,102 | $2,093+526.0% | $2,855+358.9% | $2,440+437.0% |
| Participant deferral / active EE | $14,771 | $2,887+411.6% | $3,885+280.2% | $3,608+309.4% |
| Admin fee / account holder | $6,288 | $3,973+58.3% | $5,354+17.4% | $5,124+22.7% |