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 | $83,964 | $67,602+24.2% | $82,312+2.0% | $70,126+19.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.79% | 21.57%-6.8pp | 25.88%-11.1pp | 73.15%-58.4pp |
| Employer contribution / active EE | $8,049 | $1,755+358.6% | $2,428+231.5% | $2,343+243.6% |
| Participant deferral / active EE | $4,650 | $2,987+55.7% | $3,706+25.5% | $3,332+39.6% |
| Admin fee / account holder | $2,981 | $4,512-33.9% | $5,608-46.8% | $4,645-35.8% |