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 | $107,365 | $87,166+23.2% | $76,735+39.9% | $137,256-21.8% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.5%+18.0pp | 80.0%+7.5pp |
| Annual return | 11.11% | 26.50%-15.4pp | 29.77%-18.7pp | 220.34%-209.2pp |
| Employer contribution / active EE | $6,754 | $2,904+132.5% | $2,454+175.2% | $4,156+62.5% |
| Participant deferral / active EE | $4,457 | $4,726-5.7% | $4,088+9.0% | $6,407-30.4% |
| Admin fee / account holder | $241,322 | $8,403+2771.8% | $7,189+3256.7% | $12,270+1866.7% |