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 | $79,750 | $51,207+55.7% | $70,565+13.0% | $75,177+6.1% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 16.89% | 30.05%-13.2pp | 32.79%-15.9pp | 160.75%-143.9pp |
| Employer contribution / active EE | $2,519 | $1,826+37.9% | $2,976-15.3% | $2,671-5.7% |
| Participant deferral / active EE | $7,728 | $2,850+171.2% | $4,568+69.2% | $4,126+87.3% |
| Admin fee / account holder | $1,278 | $4,097-68.8% | $6,430-80.1% | $5,651-77.4% |