Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $45,412 | $110,379-58.9% | $102,412-55.7% | $145,884-68.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.55% | 24.84%-12.3pp | 24.94%-12.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $5,073 | $4,216+20.3% | $3,870+31.1% | $4,662+8.8% |
| Participant deferral / active EE | $10,825 | $5,622+92.6% | $5,060+113.9% | $6,690+61.8% |
| Admin fee / account holder | $3,173 | $9,745-67.4% | $8,388-62.2% | $13,392-76.3% |