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 | $89,499 | $64,920+37.9% | $103,693-13.7% | $86,983+2.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 14.14% | 30.29%-16.1pp | 47.61%-33.5pp | 25.83%-11.7pp |
| Employer contribution / active EE | $13,740 | $2,141+541.7% | $2,920+370.5% | $2,584+431.6% |
| Participant deferral / active EE | $5,003 | $3,241+54.4% | $4,579+9.3% | $4,194+19.3% |
| Admin fee / account holder | $7,253 | $6,191+17.1% | $7,858-7.7% | $7,856-7.7% |