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 | $46,389 | $86,940-46.6% | $102,434-54.7% | $80,935-42.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.60% | 18.89%-6.3pp | 29.46%-16.9pp | 35.66%-23.1pp |
| Employer contribution / active EE | $3,557 | $2,370+50.1% | $3,023+17.7% | $2,757+29.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,349 | $8,047-46.0% | $9,462-54.0% | $6,924-37.2% |