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 | $45,772 | $106,749-57.1% | $145,433-68.5% | $82,448-44.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.52% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,465 | $3,444-28.4% | $4,554-45.9% | $2,551-3.4% |
| Participant deferral / active EE | $4,813 | $6,519-26.2% | $7,897-39.1% | $4,139+16.3% |
| Admin fee / account holder | $4,489 | $8,390-46.5% | $13,129-65.8% | $7,234-38.0% |