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 | $47,432 | $76,371-37.9% | $93,621-49.3% | $72,975-35.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 21.93% | 25.82%-3.9pp | 32.76%-10.8pp | 81.01%-59.1pp |
| Employer contribution / active EE | $4,217 | $2,276+85.3% | $2,719+55.1% | $2,440+72.8% |
| Participant deferral / active EE | $5,011 | $3,538+41.6% | $4,070+23.1% | $3,608+38.9% |
| Admin fee / account holder | $2,255 | $6,839-67.0% | $7,890-71.4% | $5,124-56.0% |