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 | $85,144 | $77,574+9.8% | $108,753-21.7% | $86,983-2.1% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 13.62% | 18.42%-4.8pp | 37.47%-23.9pp | 25.83%-12.2pp |
| Employer contribution / active EE | $1,980 | $1,611+23.0% | $2,427-18.4% | $2,584-23.4% |
| Participant deferral / active EE | $2,250 | $3,128-28.1% | $4,115-45.3% | $4,194-46.3% |
| Admin fee / account holder | $26,198 | $6,529+301.3% | $10,320+153.9% | $7,856+233.5% |