Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $45,852 | $108,882-57.9% | $96,754-52.6% | $154,746-70.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.81% | 98.39%-83.6pp | 82.04%-67.2pp | 172.34%-157.5pp |
| Employer contribution / active EE | $3,423 | $3,018+13.4% | $2,679+27.7% | $4,379-21.8% |
| Participant deferral / active EE | $5,431 | $5,323+2.0% | $4,758+14.1% | $6,730-19.3% |
| Admin fee / account holder | $32,308 | $10,200+216.7% | $8,905+262.8% | $14,365+124.9% |