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 | $112,327 | $81,233+38.3% | $155,567-27.8% | $80,874+38.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.90% | 33.33%-16.4pp | 64.74%-47.8pp | 35.62%-18.7pp |
| Employer contribution / active EE | $3,128 | $3,101+0.9% | $4,674-33.1% | $2,756+13.5% |
| Participant deferral / active EE | $4,554 | $3,452+31.9% | $5,628-19.1% | $4,297+6.0% |
| Admin fee / account holder | $31,672 | $7,998+296.0% | $15,916+99.0% | $6,935+356.7% |