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 | $42,309 | $93,617-54.8% | $135,982-68.9% | $75,177-43.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.56% | 30.89%-5.3pp | 68.32%-42.8pp | 160.75%-135.2pp |
| Employer contribution / active EE | $2,538 | $3,538-28.3% | $4,859-47.8% | $2,671-5.0% |
| Participant deferral / active EE | $3,698 | $6,406-42.3% | $7,760-52.3% | $4,126-10.4% |
| Admin fee / account holder | $3,537 | $6,980-49.3% | $10,767-67.1% | $5,651-37.4% |