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 | $102,900 | $52,836+94.8% | $105,736-2.7% | $64,173+60.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | 9.30% | 14.30%-5.0pp | 6.27%+3.0pp | 7.63%+1.7pp |
| Employer contribution / active EE | $6,667 | $1,827+264.9% | $3,268+104.0% | $2,381+180.0% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $13,133 | $3,959+231.8% | $6,913+90.0% | $4,887+168.7% |