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 | $87,236 | $65,027+34.2% | $90,970-4.1% | $79,852+9.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 17.27% | 30.45%-13.2pp | 134.58%-117.3pp | 31.72%-14.5pp |
| Employer contribution / active EE | $3,811 | $1,247+205.5% | $2,122+79.5% | $2,471+54.2% |
| Participant deferral / active EE | $6,207 | $2,512+147.1% | $3,373+84.0% | $3,740+65.9% |
| Admin fee / account holder | $4,568 | $4,535+0.7% | $5,960-23.4% | $5,306-13.9% |