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 | $34,368 | $117,829-70.8% | $102,423-66.4% | $145,877-76.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.34% | 31.83%-18.5pp | 29.42%-16.1pp | 551.28%-537.9pp |
| Employer contribution / active EE | $13,704 | $3,615+279.1% | $3,023+353.3% | $4,663+193.9% |
| Participant deferral / active EE | $17,450 | $5,732+204.4% | $5,054+245.2% | $6,691+160.8% |
| Admin fee / account holder | $13,638 | $13,335+2.3% | $9,455+44.2% | $13,402+1.8% |