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 | $97,886 | $88,707+10.3% | $74,184+32.0% | $273,972-64.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.03% | 11.94%-2.9pp | 17.74%-8.7pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,734 | $3,159-45.1% | $2,370-26.8% | $4,869-64.4% |
| Participant deferral / active EE | $4,874 | $4,212+15.7% | $3,550+37.3% | $5,287-7.8% |
| Admin fee / account holder | $3,294 | $8,717-62.2% | $5,586-41.0% | $10,133-67.5% |