Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $40,763 | $81,476-50.0% | $102,383-60.2% | $80,925-49.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 24.86% | 25.59%-0.7pp | 24.94%-0.1pp | 35.65%-10.8pp |
| Employer contribution / active EE | $7,026 | $3,105+126.3% | $3,870+81.5% | $2,756+154.9% |
| Participant deferral / active EE | $3,729 | $3,871-3.7% | $5,060-26.3% | $4,299-13.3% |
| Admin fee / account holder | $449 | $6,717-93.3% | $8,391-94.6% | $6,940-93.5% |