Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,897 | $81,446-59.6% | $103,374-68.2% | $80,874-59.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.97% | 25.57%-13.6pp | 24.89%-12.9pp | 35.62%-23.6pp |
| Employer contribution / active EE | $8,564 | $3,107+175.6% | $3,869+121.3% | $2,756+210.8% |
| Participant deferral / active EE | $4,587 | $3,870+18.5% | $5,058-9.3% | $4,297+6.8% |
| Admin fee / account holder | $1,078 | $6,715-83.9% | $8,394-87.2% | $6,935-84.5% |