Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $57,624 | $106,280-45.8% | $96,538-40.3% | $139,487-58.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.66% | 38.48%-20.8pp | 35.74%-18.1pp | 373.84%-356.2pp |
| Employer contribution / active EE | $3,996 | $4,107-2.7% | $3,740+6.8% | $4,755-16.0% |
| Participant deferral / active EE | $9,010 | $5,457+65.1% | $4,880+84.6% | $6,713+34.2% |
| Admin fee / account holder | $2,145 | $7,888-72.8% | $6,737-68.2% | $11,407-81.2% |