Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $48,137 | $111,814-56.9% | $103,374-53.4% | $145,959-67.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.74% | 24.77%-15.0pp | 24.89%-15.1pp | 561.95%-552.2pp |
| Employer contribution / active EE | $9,594 | $4,214+127.7% | $3,869+148.0% | $4,661+105.9% |
| Participant deferral / active EE | $13,867 | $5,618+146.8% | $5,058+174.2% | $6,689+107.3% |
| Admin fee / account holder | $3,686 | $9,754-62.2% | $8,394-56.1% | $13,398-72.5% |