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 | $41,106 | $93,589-56.1% | $135,942-69.8% | $75,181-45.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.73% | 30.90%-14.2pp | 68.28%-51.5pp | 160.69%-144.0pp |
| Employer contribution / active EE | $5,568 | $3,537+57.4% | $4,858+14.6% | $2,671+108.5% |
| Participant deferral / active EE | $13,469 | $6,405+110.3% | $7,759+73.6% | $4,126+226.5% |
| Admin fee / account holder | $8,176 | $6,977+17.2% | $10,764-24.0% | $5,650+44.7% |