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 | $85,944 | $59,123+45.4% | $77,183+11.4% | $75,181+14.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 15.80% | 26.72%-10.9pp | 37.89%-22.1pp | 160.69%-144.9pp |
| Employer contribution / active EE | $6,074 | $1,996+204.4% | $2,534+139.8% | $2,671+127.5% |
| Participant deferral / active EE | $1,774 | $2,999-40.8% | $3,833-53.7% | $4,126-57.0% |
| Admin fee / account holder | $1,284 | $4,776-73.1% | $5,475-76.5% | $5,650-77.3% |