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 | $76,108 | $72,492+5.0% | $87,104-12.6% | $72,975+4.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.16% | 24.46%-8.3pp | 28.19%-12.0pp | 81.01%-64.9pp |
| Employer contribution / active EE | $4,301 | $1,894+127.1% | $2,521+70.6% | $2,440+76.3% |
| Participant deferral / active EE | $3,405 | $3,270+4.1% | $4,048-15.9% | $3,608-5.6% |
| Admin fee / account holder | $17,022 | $5,055+236.7% | $7,491+127.2% | $5,124+232.2% |