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 | $107,386 | $86,940+23.5% | $102,434+4.8% | $80,935+32.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 16.97% | 18.89%-1.9pp | 29.46%-12.5pp | 35.66%-18.7pp |
| Employer contribution / active EE | $2,885 | $2,370+21.7% | $3,023-4.6% | $2,757+4.6% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,371 | $8,047+16.5% | $9,462-1.0% | $6,924+35.3% |