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 | $124,014 | $73,787+68.1% | $98,716+25.6% | $82,448+50.4% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 15.98% | 18.57%-2.6pp | 31.81%-15.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,540 | $1,511+68.1% | $2,279+11.5% | $2,551-0.4% |
| Participant deferral / active EE | $2,538 | $3,081-17.6% | $4,048-37.3% | $4,139-38.7% |
| Admin fee / account holder | $2,841 | $6,500-56.3% | $8,703-67.4% | $7,234-60.7% |