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 | $39,245 | $54,757-28.3% | $90,300-56.5% | $72,983-46.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.57% | 30.63%-9.1pp | 78.11%-56.5pp | 81.01%-59.4pp |
| Employer contribution / active EE | $2,909 | $2,092+39.0% | $2,854+1.9% | $2,440+19.2% |
| Participant deferral / active EE | $6,561 | $2,887+127.3% | $3,884+68.9% | $3,608+81.9% |
| Admin fee / account holder | $382 | $3,972-90.4% | $5,353-92.9% | $5,124-92.5% |