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 | $97,824 | $106,749-8.4% | $145,433-32.7% | $82,448+18.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.42% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $7,984 | $3,444+131.8% | $4,554+75.3% | $2,551+213.0% |
| Participant deferral / active EE | $6,989 | $6,519+7.2% | $7,897-11.5% | $4,139+68.8% |
| Admin fee / account holder | $8,838 | $8,390+5.3% | $13,129-32.7% | $7,234+22.2% |