Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $78,398 | $57,140+37.2% | $85,240-8.0% | $80,959-3.2% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 23.69% | 21.71%+2.0pp | 66.75%-43.1pp | 35.67%-12.0pp |
| Employer contribution / active EE | $6,201 | $1,802+244.1% | $2,735+126.7% | $2,757+124.9% |
| Participant deferral / active EE | $11,138 | $3,115+257.6% | $4,527+146.0% | $4,300+159.0% |
| Admin fee / account holder | $6,234 | $4,992+24.9% | $6,165+1.1% | $6,925-10.0% |