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 | $80,564 | $77,814+3.5% | $158,223-49.1% | $86,983-7.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 18.83% | 30.54%-11.7pp | 52.09%-33.3pp | 25.83%-7.0pp |
| Employer contribution / active EE | $4,415 | $2,592+70.3% | $4,109+7.4% | $2,584+70.8% |
| Participant deferral / active EE | $6,345 | $3,270+94.1% | $5,467+16.1% | $4,194+51.3% |
| Admin fee / account holder | $1,834 | $5,879-68.8% | $16,047-88.6% | $7,856-76.7% |