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 | $47,995 | $93,589-48.7% | $135,942-64.7% | $75,181-36.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.20% | 30.90%-10.7pp | 68.28%-48.1pp | 160.69%-140.5pp |
| Employer contribution / active EE | $4,152 | $3,537+17.4% | $4,858-14.5% | $2,671+55.5% |
| Participant deferral / active EE | $8,135 | $6,405+27.0% | $7,759+4.8% | $4,126+97.2% |
| Admin fee / account holder | $8,281 | $6,977+18.7% | $10,764-23.1% | $5,650+46.6% |