Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $81,375 | $77,574+4.9% | $108,753-25.2% | $86,983-6.4% |
| Participation rate | 95.3% | 62.3%+33.1pp | 71.1%+24.3pp | 69.5%+25.8pp |
| Annual return | 33.30% | 18.42%+14.9pp | 37.47%-4.2pp | 25.83%+7.5pp |
| Employer contribution / active EE | $8,746 | $1,611+443.0% | $2,427+260.4% | $2,584+238.4% |
| Participant deferral / active EE | $17,004 | $3,128+443.5% | $4,115+313.2% | $4,194+305.5% |
| Admin fee / account holder | $27,035 | $6,529+314.1% | $10,320+162.0% | $7,856+244.1% |