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 | $89,531 | $97,550-8.2% | $120,344-25.6% | $87,485+2.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 17.26% | 18.41%-1.2pp | 20.30%-3.0pp | 26.06%-8.8pp |
| Employer contribution / active EE | $3,787 | $2,291+65.3% | $3,020+25.4% | $2,596+45.9% |
| Participant deferral / active EE | $5,034 | $4,230+19.0% | $5,135-2.0% | $4,274+17.8% |
| Admin fee / account holder | $6,463 | $9,543-32.3% | $12,742-49.3% | $7,775-16.9% |