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 | $109,173 | $72,404+50.8% | $110,243-1.0% | $64,173+70.1% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.3pp | 69.6%+26.6pp |
| Annual return | 3.11% | -6.29%+9.4pp | 314.76%-311.6pp | 7.63%-4.5pp |
| Employer contribution / active EE | $7,255 | $2,282+218.0% | $3,827+89.6% | $2,381+204.7% |
| Participant deferral / active EE | $7,980 | $3,469+130.0% | $4,672+70.8% | $3,470+130.0% |
| Admin fee / account holder | $5,585 | $5,664-1.4% | $8,548-34.7% | $4,887+14.3% |