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 | $40,307 | $93,598-56.9% | $135,974-70.4% | $75,173-46.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.81% | 30.89%-9.1pp | 68.30%-46.5pp | 160.72%-138.9pp |
| Employer contribution / active EE | $4,295 | $3,538+21.4% | $4,859-11.6% | $2,671+60.8% |
| Participant deferral / active EE | $8,054 | $6,405+25.7% | $7,760+3.8% | $4,126+95.2% |
| Admin fee / account holder | $775 | $6,978-88.9% | $10,767-92.8% | $5,651-86.3% |