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 | $38,650 | $91,559-57.8% | $133,978-71.2% | $79,856-51.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 24.28% | 61.85%-37.6pp | 45.10%-20.8pp | 31.71%-7.4pp |
| Employer contribution / active EE | $5,149 | $2,384+116.0% | $3,919+31.4% | $2,471+108.4% |
| Participant deferral / active EE | $4,131 | $3,734+10.6% | $5,047-18.2% | $3,741+10.4% |
| Admin fee / account holder | $1,581 | $6,321-75.0% | $8,930-82.3% | $5,306-70.2% |