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 | $47,209 | $73,955-36.2% | $96,520-51.1% | $75,181-37.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 20.79% | 26.72%-5.9pp | 35.72%-14.9pp | 160.69%-139.9pp |
| Employer contribution / active EE | $7,578 | $2,930+158.6% | $3,739+102.7% | $2,671+183.8% |
| Participant deferral / active EE | $5,543 | $3,659+51.5% | $4,879+13.6% | $4,126+34.3% |
| Admin fee / account holder | $905 | $5,217-82.7% | $6,733-86.6% | $5,650-84.0% |