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 | $94,397 | $48,337+95.3% | $67,560+39.7% | $80,959+16.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 15.34% | 18.26%-2.9pp | 3533.50%-3518.2pp | 35.67%-20.3pp |
| Employer contribution / active EE | $2,588 | $2,023+28.0% | $2,737-5.4% | $2,757-6.1% |
| Participant deferral / active EE | $3,332 | $2,928+13.8% | $4,004-16.8% | $4,300-22.5% |
| Admin fee / account holder | $1,891 | $3,695-48.8% | $3,994-52.7% | $6,925-72.7% |