Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $36,019 | $81,446-55.8% | $103,374-65.2% | $80,874-55.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.86% | 25.57%-13.7pp | 24.89%-13.0pp | 35.62%-23.8pp |
| Employer contribution / active EE | $7,435 | $3,107+139.3% | $3,869+92.2% | $2,756+169.8% |
| Participant deferral / active EE | $5,258 | $3,870+35.9% | $5,058+4.0% | $4,297+22.4% |
| Admin fee / account holder | $866 | $6,715-87.1% | $8,394-89.7% | $6,935-87.5% |