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 | $117,394 | $76,551+53.4% | $123,894-5.2% | $62,881+86.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.52% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,864 | $2,882-35.3% | $4,617-59.6% | $2,281-18.3% |
| Participant deferral / active EE | $8,084 | $4,840+67.0% | $5,984+35.1% | $3,203+152.4% |
| Admin fee / account holder | $21,312 | $4,826+341.6% | $8,357+155.0% | $4,296+396.1% |