Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $103,600 | $106,749-3.0% | $145,433-28.8% | $82,448+25.7% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 25.40% | 27.59%-2.2pp | 66.58%-41.2pp | 41.64%-16.2pp |
| Employer contribution / active EE | $8,173 | $3,444+137.3% | $4,554+79.4% | $2,551+220.4% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,796 | $8,390-42.8% | $13,129-63.5% | $7,234-33.7% |