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 | $80,139 | $77,638+3.2% | $156,551-48.8% | $62,881+27.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.49% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $4,367 | $3,444+26.8% | $5,501-20.6% | $2,281+91.5% |
| Participant deferral / active EE | $4,443 | $3,046+45.9% | $4,871-8.8% | $3,203+38.7% |
| Admin fee / account holder | $2,212 | $5,561-60.2% | $13,028-83.0% | $4,296-48.5% |