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 | $88,762 | $103,949-14.6% | $69,182+28.3% | $273,972-67.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 24.76% | 35.28%-10.5pp | -21.93%+46.7pp | 41.46%-16.7pp |
| Employer contribution / active EE | $4,581 | $1,783+156.9% | $1,206+279.8% | $4,869-5.9% |
| Participant deferral / active EE | $9,790 | $2,716+260.4% | $1,897+416.1% | $5,287+85.2% |
| Admin fee / account holder | $1,050 | $3,671-71.4% | $2,697-61.1% | $10,133-89.6% |