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 | $32,593 | $77,638-58.0% | $156,551-79.2% | $62,881-48.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.36% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $3,748 | $3,444+8.8% | $5,501-31.9% | $2,281+64.3% |
| Participant deferral / active EE | $3,466 | $3,046+13.8% | $4,871-28.8% | $3,203+8.2% |
| Admin fee / account holder | $2,619 | $5,561-52.9% | $13,028-79.9% | $4,296-39.0% |