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 | $49,813 | $115,225-56.8% | $100,712-50.5% | $138,895-64.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 11.98% | 40.35%-28.4pp | 33.27%-21.3pp | 145.39%-133.4pp |
| Employer contribution / active EE | $547 | $2,771-80.3% | $2,313-76.4% | $4,194-87.0% |
| Participant deferral / active EE | $5,247 | $4,699+11.7% | $4,085+28.4% | $6,396-18.0% |
| Admin fee / account holder | $27,170 | $10,844+150.6% | $9,256+193.5% | $12,562+116.3% |