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 | $81,268 | $81,358-0.1% | $155,556-47.8% | $80,959+0.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.05% | 33.39%-19.3pp | 64.84%-50.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $4,109 | $3,106+32.3% | $4,675-12.1% | $2,757+49.0% |
| Participant deferral / active EE | $9,296 | $3,455+169.0% | $5,631+65.1% | $4,300+116.2% |
| Admin fee / account holder | $8,517 | $7,994+6.5% | $15,885-46.4% | $6,925+23.0% |