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 | $19,056 | $65,367-70.8% | $92,915-79.5% | $72,976-73.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 49.43% | 42.11%+7.3pp | 109.45%-60.0pp | 81.02%-31.6pp |
| Employer contribution / active EE | $6,434 | $2,594+148.1% | $3,653+76.1% | $2,440+163.7% |
| Participant deferral / active EE | $3,805 | $3,128+21.6% | $4,238-10.2% | $3,608+5.5% |
| Admin fee / account holder | $1,231 | $4,251-71.1% | $5,796-78.8% | $5,124-76.0% |