Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $84,210 | $58,627+43.6% | $76,735+9.7% | $82,448+2.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 17.22% | 39.10%-21.9pp | 29.77%-12.5pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,501 | $1,729-13.2% | $2,454-38.8% | $2,551-41.2% |
| Participant deferral / active EE | $7,651 | $3,134+144.2% | $4,088+87.2% | $4,139+84.8% |
| Admin fee / account holder | $1,867 | $5,323-64.9% | $7,189-74.0% | $7,234-74.2% |