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 | $38,594 | $56,544-31.7% | $75,501-48.9% | $70,126-45.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 19.18% | 23.59%-4.4pp | 27.35%-8.2pp | 73.15%-54.0pp |
| Employer contribution / active EE | $6,870 | $1,817+278.2% | $2,352+192.1% | $2,343+193.3% |
| Participant deferral / active EE | $3,274 | $2,580+26.9% | $3,142+4.2% | $3,332-1.7% |
| Admin fee / account holder | $4,980 | $3,827+30.1% | $5,801-14.1% | $4,645+7.2% |