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 | $53,239 | $81,504-34.7% | $102,437-48.0% | $80,959-34.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 15.77% | 25.60%-9.8pp | 24.95%-9.2pp | 35.67%-19.9pp |
| Employer contribution / active EE | $5,206 | $3,104+67.8% | $3,871+34.5% | $2,757+88.8% |
| Participant deferral / active EE | $5,028 | $3,871+29.9% | $5,060-0.6% | $4,300+16.9% |
| Admin fee / account holder | $1,728 | $6,719-74.3% | $8,388-79.4% | $6,925-75.0% |