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 | $79,798 | $93,617-14.8% | $135,982-41.3% | $75,177+6.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.88% | 30.89%-15.0pp | 68.32%-52.4pp | 160.75%-144.9pp |
| Employer contribution / active EE | $3,364 | $3,538-4.9% | $4,859-30.8% | $2,671+26.0% |
| Participant deferral / active EE | $4,880 | $6,406-23.8% | $7,760-37.1% | $4,126+18.3% |
| Admin fee / account holder | $2,441 | $6,980-65.0% | $10,767-77.3% | $5,651-56.8% |