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 | $46,896 | $56,894-17.6% | $84,753-44.7% | $62,881-25.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.77% | 6.30%-0.5pp | 22.78%-17.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $7,610 | $2,400+217.1% | $3,574+112.9% | $2,281+233.6% |
| Participant deferral / active EE | $3,553 | $2,709+31.2% | $3,712-4.3% | $3,203+10.9% |
| Admin fee / account holder | $3,707 | $3,581+3.5% | $5,333-30.5% | $4,296-13.7% |