Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $51,786 | $106,864-51.5% | $147,318-64.8% | $82,637-37.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.04% | 27.49%-8.4pp | 70.43%-51.4pp | 53.51%-34.5pp |
| Employer contribution / active EE | $4,850 | $3,417+42.0% | $4,593+5.6% | $2,552+90.0% |
| Participant deferral / active EE | $13,581 | $6,496+109.1% | $7,906+71.8% | $4,126+229.2% |
| Admin fee / account holder | $4,984 | $8,415-40.8% | $13,708-63.6% | $7,339-32.1% |