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 | $131,869 | $99,345+32.7% | $84,753+55.6% | $273,972-51.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.46% | 22.93%-16.5pp | 22.78%-16.3pp | 41.46%-35.0pp |
| Employer contribution / active EE | $7,143 | $4,214+69.5% | $3,574+99.8% | $4,869+46.7% |
| Participant deferral / active EE | $5,057 | $4,270+18.4% | $3,712+36.2% | $5,287-4.4% |
| Admin fee / account holder | $742 | $6,645-88.8% | $5,333-86.1% | $10,133-92.7% |