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 | $113,438 | $104,098+9.0% | $140,514-19.3% | $94,015+20.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 10.28% | 15.14%-4.9pp | 14.36%-4.1pp | 17.84%-7.6pp |
| Employer contribution / active EE | $6,207 | $2,388+159.9% | $3,378+83.7% | $2,790+122.5% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,719 | $10,439-83.5% | $13,697-87.5% | $8,951-80.8% |