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 | $49,276 | $153,311-67.9% | $109,313-54.9% | $273,972-82.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.00% | 29.86%-24.9pp | 22.07%-17.1pp | 41.46%-36.5pp |
| Employer contribution / active EE | $4,233 | $5,619-24.7% | $3,892+8.8% | $4,869-13.1% |
| Participant deferral / active EE | $3,270 | $3,932-16.8% | $3,166+3.3% | $5,287-38.2% |
| Admin fee / account holder | $468 | $8,076-94.2% | $5,666-91.7% | $10,133-95.4% |