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 | $88,229 | $80,992+8.9% | $96,534-8.6% | $75,173+17.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 21.28% | 27.05%-5.8pp | 25.88%-4.6pp | 160.72%-139.4pp |
| Employer contribution / active EE | $2,230 | $2,283-2.3% | $2,965-24.8% | $2,671-16.5% |
| Participant deferral / active EE | $5,818 | $3,929+48.1% | $4,851+19.9% | $4,126+41.0% |
| Admin fee / account holder | $706 | $6,717-89.5% | $8,253-91.4% | $5,651-87.5% |