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 | $92,548 | $67,602+36.9% | $82,312+12.4% | $70,126+32.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 28.81% | 21.57%+7.2pp | 25.88%+2.9pp | 73.15%-44.3pp |
| Employer contribution / active EE | $2,709 | $1,755+54.4% | $2,428+11.6% | $2,343+15.7% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,727 | $4,512-61.7% | $5,608-69.2% | $4,645-62.8% |