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 | $98,493 | $83,485+18.0% | $125,192-21.3% | $72,975+35.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.98% | 25.77%-3.8pp | 43.79%-21.8pp | 81.01%-59.0pp |
| Employer contribution / active EE | $4,861 | $2,346+107.2% | $3,866+25.7% | $2,440+99.2% |
| Participant deferral / active EE | $6,476 | $3,586+80.6% | $4,937+31.2% | $3,608+79.5% |
| Admin fee / account holder | $14,835 | $5,518+168.9% | $9,704+52.9% | $5,124+189.5% |