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 | $121,608 | $99,345+22.4% | $84,753+43.5% | $273,970-55.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.45% | 22.93%-14.5pp | 22.78%-14.3pp | 41.46%-33.0pp |
| Employer contribution / active EE | $4,300 | $4,214+2.0% | $3,574+20.3% | $4,869-11.7% |
| Participant deferral / active EE | $3,737 | $4,270-12.5% | $3,712+0.7% | $5,287-29.3% |
| Admin fee / account holder | $3,379 | $6,645-49.2% | $5,333-36.6% | $10,132-66.7% |