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 | $111,449 | $91,439+21.9% | $135,974-18.0% | $71,511+55.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 18.24% | 29.90%-11.7pp | 68.30%-50.1pp | 28.86%-10.6pp |
| Employer contribution / active EE | $3,407 | $3,705-8.0% | $4,859-29.9% | $2,589+31.6% |
| Participant deferral / active EE | $10,545 | $7,093+48.7% | $7,760+35.9% | $4,291+145.8% |
| Admin fee / account holder | $9,601 | $1,267+658.0% | $10,767-10.8% | $1,588+504.4% |