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 | $80,549 | $106,749-24.5% | $145,433-44.6% | $82,448-2.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.90% | 27.59%-6.7pp | 66.58%-45.7pp | 41.64%-20.7pp |
| Employer contribution / active EE | $6,389 | $3,444+85.5% | $4,554+40.3% | $2,551+150.4% |
| Participant deferral / active EE | $6,586 | $6,519+1.0% | $7,897-16.6% | $4,139+59.1% |
| Admin fee / account holder | $2,551 | $8,390-69.6% | $13,129-80.6% | $7,234-64.7% |