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 | $52,698 | $46,732+12.8% | $156,551-66.3% | $55,167-4.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 7.92% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $5,880 | $2,105+179.3% | $5,501+6.9% | $1,963+199.6% |
| Participant deferral / active EE | $5,354 | $2,204+142.9% | $4,871+9.9% | $3,054+75.3% |
| Admin fee / account holder | $4,798 | $418+1046.7% | $13,028-63.2% | $504+852.1% |