Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $44,366 | $87,060-49.0% | $105,591-58.0% | $80,911-45.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 11.75% | 17.05%-5.3pp | 116.43%-104.7pp | 35.63%-23.9pp |
| Employer contribution / active EE | $4,105 | $2,396+71.3% | $3,166+29.7% | $2,756+49.0% |
| Participant deferral / active EE | $2,358 | $3,986-40.8% | $5,008-52.9% | $4,297-45.1% |
| Admin fee / account holder | $11,278 | $8,442+33.6% | $11,024+2.3% | $6,935+62.6% |