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 | $88,562 | $77,472+14.3% | $100,415-11.8% | $80,959+9.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 13.35% | 37.26%-23.9pp | 49.47%-36.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,825 | $2,800-34.8% | $3,943-53.7% | $2,757-33.8% |
| Participant deferral / active EE | $4,747 | $6,818-30.4% | $8,091-41.3% | $4,300+10.4% |
| Admin fee / account holder | $13,252 | $5,885+125.2% | $7,906+67.6% | $6,925+91.4% |