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 | $48,006 | $111,814-57.1% | $103,378-53.6% | $145,978-67.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.73% | 24.80%-13.1pp | 24.91%-13.2pp | 550.52%-538.8pp |
| Employer contribution / active EE | $3,666 | $4,215-13.0% | $3,870-5.3% | $4,662-21.4% |
| Participant deferral / active EE | $4,927 | $5,618-12.3% | $5,058-2.6% | $6,690-26.3% |
| Admin fee / account holder | $5,428 | $9,764-44.4% | $8,401-35.4% | $13,400-59.5% |