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 | $83,579 | $60,349+38.5% | $74,184+12.7% | $62,881+32.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.27% | 21.38%-16.1pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,685 | $1,680+59.8% | $2,370+13.3% | $2,281+17.7% |
| Participant deferral / active EE | $3,184 | $2,856+11.5% | $3,550-10.3% | $3,203-0.6% |
| Admin fee / account holder | $8,814 | $4,261+106.9% | $5,586+57.8% | $4,296+105.2% |