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 | $129,696 | $101,795+27.4% | $165,100-21.4% | $80,959+60.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 21.03% | 16.73%+4.3pp | 70.21%-49.2pp | 35.67%-14.6pp |
| Employer contribution / active EE | $7,337 | $2,954+148.4% | $4,348+68.7% | $2,757+166.1% |
| Participant deferral / active EE | $4,310 | $4,476-3.7% | $6,035-28.6% | $4,300+0.2% |
| Admin fee / account holder | $2,743 | $8,221-66.6% | $12,696-78.4% | $6,925-60.4% |