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 | $72,342 | $40,275+79.6% | $57,356+26.1% | $59,633+21.3% |
| Participation rate | 94.0% | 69.1%+24.8pp | 75.1%+18.9pp | 68.7%+25.3pp |
| Annual return | 2.08% | 27.52%-25.4pp | 24.41%-22.3pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $3,750 | $1,921+95.2% | $2,689+39.5% | $2,203+70.3% |
| Participant deferral / active EE | $6,705 | $2,400+179.4% | $3,162+112.1% | $3,192+110.1% |
| Admin fee / account holder | $6,137 | $2,820+117.6% | $3,357+82.8% | $4,297+42.8% |