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 | $85,044 | $93,064-8.6% | $74,577+14.0% | $273,972-69.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.36% | 26.18%-18.8pp | 20.47%-13.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,891 | $3,160-40.2% | $2,525-25.1% | $4,869-61.2% |
| Participant deferral / active EE | $10,369 | $4,160+149.2% | $3,458+199.8% | $5,287+96.1% |
| Admin fee / account holder | $769 | $5,273-85.4% | $4,138-81.4% | $10,133-92.4% |