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 | $86,808 | $65,685+32.2% | $57,181+51.8% | $273,965-68.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 12.15% | 21.99%-9.8pp | 14.59%-2.4pp | 41.45%-29.3pp |
| Employer contribution / active EE | $4,377 | $3,279+33.5% | $2,682+63.2% | $4,869-10.1% |
| Participant deferral / active EE | $4,500 | $3,781+19.0% | $3,096+45.4% | $5,287-14.9% |
| Admin fee / account holder | $3,016 | $4,835-37.6% | $3,139-3.9% | $10,132-70.2% |