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 | $81,178 | $40,275+101.6% | $57,356+41.5% | $59,633+36.1% |
| Participation rate | 83.9% | 69.1%+14.7pp | 75.1%+8.8pp | 68.7%+15.2pp |
| Annual return | 1.67% | 27.52%-25.9pp | 24.41%-22.7pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $2,582 | $1,921+34.4% | $2,689-4.0% | $2,203+17.2% |
| Participant deferral / active EE | $4,220 | $2,400+75.8% | $3,162+33.5% | $3,192+32.2% |
| Admin fee / account holder | $9,783 | $2,820+246.9% | $3,357+191.4% | $4,297+127.7% |