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 | $108,454 | $95,404+13.7% | $113,397-4.4% | $82,637+31.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 20.00% | 19.08%+0.9pp | 23.20%-3.2pp | 53.51%-33.5pp |
| Employer contribution / active EE | $7,069 | $2,307+206.4% | $2,977+137.4% | $2,552+177.0% |
| Participant deferral / active EE | $3,582 | $4,220-15.1% | $5,076-29.4% | $4,126-13.2% |
| Admin fee / account holder | $4,580 | $9,168-50.0% | $11,957-61.7% | $7,339-37.6% |