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 | $84,531 | $60,349+40.1% | $74,184+13.9% | $62,881+34.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.63% | 21.38%-14.7pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $3,815 | $1,680+127.0% | $2,370+60.9% | $2,281+67.2% |
| Participant deferral / active EE | $4,691 | $2,856+64.3% | $3,550+32.2% | $3,203+46.5% |
| Admin fee / account holder | $16,170 | $4,261+279.5% | $5,586+189.5% | $4,296+276.4% |