Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,048 | $111,535-63.2% | $105,223-61.0% | $137,256-70.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.95% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $4,137 | $3,939+5.0% | $3,689+12.2% | $4,156-0.5% |
| Participant deferral / active EE | $16,940 | $5,500+208.0% | $5,072+234.0% | $6,407+164.4% |
| Admin fee / account holder | $7,690 | $9,721-20.9% | $8,859-13.2% | $12,270-37.3% |