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 | $49,722 | $97,550-49.0% | $120,344-58.7% | $87,485-43.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 24.44% | 18.41%+6.0pp | 20.30%+4.1pp | 26.06%-1.6pp |
| Employer contribution / active EE | $3,494 | $2,291+52.5% | $3,020+15.7% | $2,596+34.6% |
| Participant deferral / active EE | $10,219 | $4,230+141.6% | $5,135+99.0% | $4,274+139.1% |
| Admin fee / account holder | $5,397 | $9,543-43.4% | $12,742-57.6% | $7,775-30.6% |