Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $94,644 | $74,535+27.0% | $100,712-6.0% | $82,637+14.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 16.95% | 18.92%-2.0pp | 33.27%-16.3pp | 53.51%-36.6pp |
| Employer contribution / active EE | $8,339 | $1,503+455.0% | $2,313+260.6% | $2,552+226.7% |
| Participant deferral / active EE | $3,997 | $3,074+30.0% | $4,085-2.2% | $4,126-3.1% |
| Admin fee / account holder | $3,496 | $6,576-46.8% | $9,256-62.2% | $7,339-52.4% |