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 | $44,014 | $51,222-14.1% | $70,544-37.6% | $75,173-41.4% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 18.69% | 30.06%-11.4pp | 32.79%-14.1pp | 160.72%-142.0pp |
| Employer contribution / active EE | $5,020 | $1,827+174.8% | $2,976+68.7% | $2,671+88.0% |
| Participant deferral / active EE | $2,023 | $2,850-29.0% | $4,568-55.7% | $4,126-51.0% |
| Admin fee / account holder | $3,176 | $4,096-22.4% | $6,427-50.6% | $5,651-43.8% |