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 | $80,287 | $49,239+63.1% | $70,462+13.9% | $79,858+0.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 16.36% | 30.08%-13.7pp | 109.08%-92.7pp | 31.72%-15.4pp |
| Employer contribution / active EE | $1,238 | $2,100-41.0% | $2,737-54.8% | $2,471-49.9% |
| Participant deferral / active EE | $3,539 | $2,769+27.8% | $3,710-4.6% | $3,740-5.4% |
| Admin fee / account holder | $8,530 | $2,876+196.6% | $3,845+121.8% | $5,306+60.8% |