Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $45,572 | $110,337-58.7% | $102,383-55.5% | $145,877-68.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.58% | 24.83%-15.3pp | 24.94%-15.4pp | 551.28%-541.7pp |
| Employer contribution / active EE | $9,936 | $4,216+135.7% | $3,870+156.7% | $4,663+113.1% |
| Participant deferral / active EE | $5,623 | $5,6210% | $5,060+11.1% | $6,691-16.0% |
| Admin fee / account holder | $10,831 | $9,750+11.1% | $8,391+29.1% | $13,402-19.2% |