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 | $84,859 | $146,267-42.0% | $197,124-57.0% | $82,448+2.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 14.54% | 29.61%-15.1pp | 44.34%-29.8pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,830 | $4,723-40.1% | $6,227-54.6% | $2,551+10.9% |
| Participant deferral / active EE | $7,692 | $7,035+9.3% | $9,135-15.8% | $4,139+85.8% |
| Admin fee / account holder | $3,253 | $14,422-77.4% | $16,298-80.0% | $7,234-55.0% |