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 | $84,207 | $84,2360% | $170,435-50.6% | $70,126+20.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.77% | 23.06%-7.3pp | 205.94%-190.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $4,720 | $3,387+39.3% | $5,432-13.1% | $2,343+101.5% |
| Participant deferral / active EE | $3,227 | $3,086+4.6% | $4,939-34.7% | $3,332-3.1% |
| Admin fee / account holder | $3,419 | $5,698-40.0% | $13,881-75.4% | $4,645-26.4% |