Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,707 | $111,535-59.9% | $105,223-57.5% | $137,256-67.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.36% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,129 | $3,939-46.0% | $3,689-42.3% | $4,156-48.8% |
| Participant deferral / active EE | $4,941 | $5,500-10.2% | $5,072-2.6% | $6,407-22.9% |
| Admin fee / account holder | $3,989 | $9,721-59.0% | $8,859-55.0% | $12,270-67.5% |