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 | $42,505 | $73,978-42.5% | $96,515-56.0% | $75,173-43.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.74% | 26.72%-13.0pp | 35.73%-22.0pp | 160.72%-147.0pp |
| Employer contribution / active EE | $7,609 | $2,931+159.6% | $3,740+103.5% | $2,671+184.9% |
| Participant deferral / active EE | $5,422 | $3,660+48.1% | $4,880+11.1% | $4,126+31.4% |
| Admin fee / account holder | $4,914 | $5,219-5.8% | $6,735-27.0% | $5,651-13.0% |