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 | $44,566 | $161,352-72.4% | $134,172-66.8% | $137,256-67.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 16.87% | 28.72%-11.8pp | 25.30%-8.4pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,485 | $4,099-39.4% | $3,420-27.3% | $4,156-40.2% |
| Participant deferral / active EE | $4,501 | $5,552-18.9% | $4,690-4.0% | $6,407-29.7% |
| Admin fee / account holder | $1,957 | $15,028-87.0% | $12,016-83.7% | $12,270-84.1% |