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 | $74,513 | $58,493+27.4% | $84,023-11.3% | $72,976+2.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 22.45% | 28.93%-6.5pp | 71.32%-48.9pp | 81.02%-58.6pp |
| Employer contribution / active EE | $2,616 | $1,163+124.9% | $1,984+31.8% | $2,440+7.2% |
| Participant deferral / active EE | $1,802 | $2,394-24.7% | $3,239-44.4% | $3,608-50.1% |
| Admin fee / account holder | $1,654 | $4,569-63.8% | $6,102-72.9% | $5,124-67.7% |