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 | $51,441 | $112,729-54.4% | $98,716-47.9% | $137,256-62.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 10.57% | 38.48%-27.9pp | 31.81%-21.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $703 | $2,725-74.2% | $2,279-69.2% | $4,156-83.1% |
| Participant deferral / active EE | $9,437 | $4,640+103.4% | $4,048+133.1% | $6,407+47.3% |
| Admin fee / account holder | $10,075 | $10,129-0.5% | $8,703+15.8% | $12,270-17.9% |