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 | $45,763 | $50,554-9.5% | $67,681-32.4% | $87,485-47.7% |
| Participation rate | 96.9% | 67.7%+29.2pp | 73.7%+23.2pp | 68.9%+28.0pp |
| Annual return | 13.02% | 17.81%-4.8pp | 590.58%-577.6pp | 26.06%-13.0pp |
| Employer contribution / active EE | $8,884 | $1,988+346.8% | $2,678+231.7% | $2,596+242.2% |
| Participant deferral / active EE | $1,007 | $2,961-66.0% | $3,976-74.7% | $4,274-76.4% |
| Admin fee / account holder | $1,106 | $4,132-73.2% | $6,100-81.9% | $7,775-85.8% |