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 | $82,788 | $48,327+71.3% | $67,575+22.5% | $80,935+2.3% |
| Participation rate | 91.7% | 66.4%+25.3pp | 72.9%+18.8pp | 67.7%+24.0pp |
| Annual return | 15.50% | 18.31%-2.8pp | 3528.98%-3513.5pp | 35.66%-20.2pp |
| Employer contribution / active EE | $1,689 | $2,022-16.5% | $2,736-38.3% | $2,757-38.7% |
| Participant deferral / active EE | $1,689 | $2,927-42.3% | $4,003-57.8% | $4,299-60.7% |
| Admin fee / account holder | $4,430 | $3,692+20.0% | $3,993+10.9% | $6,924-36.0% |