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 | $89,830 | $76,407+17.6% | $150,298-40.2% | $82,448+9.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.59% | 39.99%-21.4pp | 62.79%-44.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,362 | $2,614-9.7% | $4,154-43.2% | $2,551-7.4% |
| Participant deferral / active EE | $5,876 | $3,214+82.8% | $5,453+7.8% | $4,139+42.0% |
| Admin fee / account holder | $17,780 | $6,352+179.9% | $14,116+26.0% | $7,234+145.8% |