Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $45,903 | $104,664-56.1% | $85,693-46.4% | $167,518-72.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.17% | 21.45%-10.3pp | 21.49%-10.3pp | 478.71%-467.5pp |
| Employer contribution / active EE | $2,933 | $3,337-12.1% | $2,618+12.0% | $4,838-39.4% |
| Participant deferral / active EE | $4,963 | $4,824+2.9% | $3,923+26.5% | $6,342-21.7% |
| Admin fee / account holder | $628 | $10,032-93.7% | $6,874-90.9% | $12,312-94.9% |