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 | $86,983 | $64,359+35.2% | $90,161-3.5% | $70,126+24.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.83% | 28.13%-10.3pp | 34.89%-17.1pp | 73.15%-55.3pp |
| Employer contribution / active EE | $4,346 | $2,046+112.4% | $3,318+31.0% | $2,343+85.5% |
| Participant deferral / active EE | $4,256 | $4,389-3.0% | $5,287-19.5% | $3,332+27.8% |
| Admin fee / account holder | $4,538 | $3,945+15.0% | $5,943-23.6% | $4,645-2.3% |