Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $49,665 | $81,403-39.0% | $147,027-66.2% | $87,485-43.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 21.30% | 16.51%+4.8pp | 20.23%+1.1pp | 26.06%-4.8pp |
| Employer contribution / active EE | $7,398 | $2,205+235.5% | $3,626+104.0% | $2,596+184.9% |
| Participant deferral / active EE | $15,039 | $3,315+353.6% | $4,933+204.9% | $4,274+251.9% |
| Admin fee / account holder | $7,865 | $6,755+16.4% | $12,223-35.7% | $7,775+1.2% |