Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $36,294 | $57,073-36.4% | $85,126-57.4% | $80,925-55.2% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 16.38% | 21.69%-5.3pp | 66.63%-50.3pp | 35.65%-19.3pp |
| Employer contribution / active EE | $6,431 | $1,801+257.1% | $2,731+135.4% | $2,756+133.3% |
| Participant deferral / active EE | $7,648 | $3,113+145.7% | $4,523+69.1% | $4,299+77.9% |
| Admin fee / account holder | $1,849 | $4,988-62.9% | $6,160-70.0% | $6,940-73.4% |