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 | $122,603 | $87,166+40.7% | $76,735+59.8% | $137,256-10.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 12.53% | 26.50%-14.0pp | 29.77%-17.2pp | 220.34%-207.8pp |
| Employer contribution / active EE | $3,093 | $2,904+6.5% | $2,454+26.0% | $4,156-25.6% |
| Participant deferral / active EE | $3,542 | $4,726-25.1% | $4,088-13.4% | $6,407-44.7% |
| Admin fee / account holder | $10,538 | $8,403+25.4% | $7,189+46.6% | $12,270-14.1% |