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 | $81,401 | $43,075+89.0% | $74,577+9.2% | $62,881+29.5% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 7.56% | 17.50%-9.9pp | 20.47%-12.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $3,430 | $1,498+129.0% | $2,525+35.8% | $2,281+50.4% |
| Participant deferral / active EE | $3,823 | $2,389+60.0% | $3,458+10.5% | $3,203+19.3% |
| Admin fee / account holder | $1,689 | $2,840-40.5% | $4,138-59.2% | $4,296-60.7% |