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 | $83,605 | $95,453-12.4% | $112,040-25.4% | $82,448+1.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 17.62% | 23.92%-6.3pp | 24.52%-6.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $3,080 | $2,318+32.9% | $2,954+4.3% | $2,551+20.8% |
| Participant deferral / active EE | $9,999 | $4,224+136.7% | $5,098+96.1% | $4,139+141.6% |
| Admin fee / account holder | $1,651 | $9,013-81.7% | $12,098-86.4% | $7,234-77.2% |