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 | $79,101 | $135,956-41.8% | $123,894-36.2% | $273,972-71.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.69% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $4,684 | $5,170-9.4% | $4,617+1.4% | $4,869-3.8% |
| Participant deferral / active EE | $17,097 | $6,343+169.5% | $5,984+185.7% | $5,287+223.4% |
| Admin fee / account holder | $6,351 | $9,817-35.3% | $8,357-24.0% | $10,133-37.3% |