Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $48,860 | $78,520-37.8% | $96,576-49.4% | $82,448-40.7% |
| Participation rate | 97.9% | 77.7%+20.2pp | 81.4%+16.5pp | 68.1%+29.8pp |
| Annual return | 30.60% | 41.30%-10.7pp | 38.47%-7.9pp | 41.64%-11.0pp |
| Employer contribution / active EE | $7,561 | $2,630+187.5% | $3,553+112.8% | $2,551+196.4% |
| Participant deferral / active EE | $14,567 | $6,754+115.7% | $7,956+83.1% | $4,139+251.9% |
| Admin fee / account holder | $3,866 | $13,455-71.3% | $11,381-66.0% | $7,234-46.6% |