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 | $73,405 | $54,541+34.6% | $78,778-6.8% | $70,126+4.7% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 19.76% | 21.07%-1.3pp | 35.62%-15.9pp | 73.15%-53.4pp |
| Employer contribution / active EE | $2,230 | $1,089+104.9% | $1,986+12.3% | $2,343-4.8% |
| Participant deferral / active EE | $6,603 | $2,210+198.8% | $2,958+123.2% | $3,332+98.2% |
| Admin fee / account holder | $5,119 | $3,709+38.0% | $5,134-0.3% | $4,645+10.2% |