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 | $134,969 | $56,544+138.7% | $75,501+78.8% | $70,126+92.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 15.30% | 23.59%-8.3pp | 27.35%-12.1pp | 73.15%-57.9pp |
| Employer contribution / active EE | $5,760 | $1,817+217.1% | $2,352+144.9% | $2,343+145.9% |
| Participant deferral / active EE | $3,424 | $2,580+32.7% | $3,142+9.0% | $3,332+2.8% |
| Admin fee / account holder | $2,385 | $3,827-37.7% | $5,801-58.9% | $4,645-48.7% |