Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $49,536 | $93,589-47.1% | $135,942-63.6% | $75,181-34.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.09% | 30.90%-11.8pp | 68.28%-49.2pp | 160.69%-141.6pp |
| Employer contribution / active EE | $7,914 | $3,537+123.7% | $4,858+62.9% | $2,671+196.4% |
| Participant deferral / active EE | $5,121 | $6,405-20.1% | $7,759-34.0% | $4,126+24.1% |
| Admin fee / account holder | $926 | $6,977-86.7% | $10,764-91.4% | $5,650-83.6% |