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 | $78,646 | $46,596+68.8% | $64,099+22.7% | $75,181+4.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 19.60% | 26.04%-6.4pp | 33.70%-14.1pp | 160.69%-141.1pp |
| Employer contribution / active EE | $2,495 | $1,975+26.4% | $2,748-9.2% | $2,671-6.6% |
| Participant deferral / active EE | $5,770 | $2,837+103.4% | $3,881+48.7% | $4,126+39.8% |
| Admin fee / account holder | $6,411 | $2,954+117.0% | $3,070+108.8% | $5,650+13.5% |