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 | $106,189 | $52,306+103.0% | $69,779+52.2% | $62,881+68.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 9.27% | 13.35%-4.1pp | 12.99%-3.7pp | 20.14%-10.9pp |
| Employer contribution / active EE | $3,862 | $1,799+114.6% | $2,338+65.1% | $2,281+69.3% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,789 | $3,691-24.4% | $4,381-36.3% | $4,296-35.1% |