Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,781 | $162,821-70.0% | $133,978-63.6% | $158,982-69.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.34% | 41.95%-29.6pp | 45.10%-32.8pp | 302.99%-290.6pp |
| Employer contribution / active EE | $8,158 | $4,976+64.0% | $3,919+108.2% | $4,763+71.3% |
| Participant deferral / active EE | $5,087 | $5,910-13.9% | $5,047+0.8% | $5,983-15.0% |
| Admin fee / account holder | $1,107 | $11,742-90.6% | $8,930-87.6% | $11,252-90.2% |