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 | $84,020 | $70,486+19.2% | $100,535-16.4% | $79,856+5.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 14.33% | 21.90%-7.6pp | 30.90%-16.6pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,262 | $2,165-41.7% | $3,419-63.1% | $2,471-48.9% |
| Participant deferral / active EE | $6,353 | $5,182+22.6% | $6,271+1.3% | $3,741+69.8% |
| Admin fee / account holder | $9,443 | $4,480+110.8% | $8,085+16.8% | $5,306+78.0% |