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 | $40,796 | $106,524-61.7% | $152,301-73.2% | $87,485-53.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 14.32% | 26.89%-12.6pp | 80.50%-66.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $4,123 | $3,371+22.3% | $4,624-10.8% | $2,596+58.8% |
| Participant deferral / active EE | $3,511 | $6,525-46.2% | $8,004-56.1% | $4,274-17.8% |
| Admin fee / account holder | $1,349 | $8,287-83.7% | $14,398-90.6% | $7,775-82.6% |