Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $46,704 | $124,314-62.4% | $109,163-57.2% | $167,518-72.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.59% | 26.04%-11.5pp | 25.75%-11.2pp | 478.71%-464.1pp |
| Employer contribution / active EE | $6,793 | $4,209+61.4% | $3,723+82.5% | $4,838+40.4% |
| Participant deferral / active EE | $6,491 | $5,256+23.5% | $4,654+39.5% | $6,342+2.4% |
| Admin fee / account holder | $586 | $7,973-92.6% | $6,754-91.3% | $12,312-95.2% |