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 | $81,897 | $65,712+24.6% | $57,196+43.2% | $273,972-70.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.24% | 22.01%-13.8pp | 14.59%-6.4pp | 41.46%-33.2pp |
| Employer contribution / active EE | $5,345 | $3,280+62.9% | $2,683+99.2% | $4,869+9.8% |
| Participant deferral / active EE | $4,962 | $3,782+31.2% | $3,096+60.2% | $5,287-6.2% |
| Admin fee / account holder | $1,993 | $4,838-58.8% | $3,141-36.5% | $10,133-80.3% |