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 | $42,110 | $87,106-51.7% | $105,607-60.1% | $80,935-48.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 28.26% | 17.01%+11.3pp | 116.11%-87.8pp | 35.66%-7.4pp |
| Employer contribution / active EE | $6,786 | $2,396+183.2% | $3,167+114.3% | $2,757+146.2% |
| Participant deferral / active EE | $7,336 | $3,986+84.0% | $5,011+46.4% | $4,299+70.6% |
| Admin fee / account holder | $2,175 | $8,447-74.2% | $10,958-80.1% | $6,924-68.6% |