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 | $84,048 | $49,255+70.6% | $70,494+19.2% | $79,856+5.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 19.73% | 30.10%-10.4pp | 109.16%-89.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,924 | $2,100-8.4% | $2,738-29.7% | $2,471-22.2% |
| Participant deferral / active EE | $6,297 | $2,768+127.5% | $3,711+69.7% | $3,741+68.3% |
| Admin fee / account holder | $3,974 | $2,879+38.0% | $3,848+3.3% | $5,306-25.1% |