Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $44,583 | $73,988-39.7% | $96,538-53.8% | $75,177-40.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 22.91% | 26.73%-3.8pp | 35.74%-12.8pp | 160.75%-137.8pp |
| Employer contribution / active EE | $6,101 | $2,930+108.2% | $3,740+63.1% | $2,671+128.4% |
| Participant deferral / active EE | $8,938 | $3,660+144.2% | $4,880+83.1% | $4,126+116.6% |
| Admin fee / account holder | $4,166 | $5,220-20.2% | $6,737-38.2% | $5,651-26.3% |