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 | $43,013 | $108,285-60.3% | $77,552-44.5% | $158,982-72.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 14.30% | 31.69%-17.4pp | 54.82%-40.5pp | 302.99%-288.7pp |
| Employer contribution / active EE | $1,713 | $1,325+29.2% | $987+73.6% | $4,763-64.0% |
| Participant deferral / active EE | $3,526 | $2,455+43.6% | $1,861+89.5% | $5,983-41.1% |
| Admin fee / account holder | $721 | $3,709-80.6% | $2,859-74.8% | $11,252-93.6% |