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 | $107,827 | $123,478-12.7% | $216,567-50.2% | $94,015+14.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 11.36% | 23.61%-12.2pp | 12.94%-1.6pp | 17.84%-6.5pp |
| Employer contribution / active EE | $6,800 | $3,136+116.8% | $5,216+30.4% | $2,790+143.7% |
| Participant deferral / active EE | $4,776 | $4,556+4.8% | $6,191-22.8% | $4,249+12.4% |
| Admin fee / account holder | $2,216 | $12,753-82.6% | $21,981-89.9% | $8,951-75.2% |