Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,902 | $93,617-52.0% | $135,982-67.0% | $75,177-40.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 54.30% | 30.89%+23.4pp | 68.32%-14.0pp | 160.75%-106.5pp |
| Employer contribution / active EE | $4,969 | $3,538+40.4% | $4,859+2.3% | $2,671+86.0% |
| Participant deferral / active EE | $7,988 | $6,406+24.7% | $7,760+2.9% | $4,126+93.6% |
| Admin fee / account holder | $3,377 | $6,980-51.6% | $10,767-68.6% | $5,651-40.2% |