Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $38,264 | $106,524-64.1% | $152,301-74.9% | $87,485-56.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 20.64% | 26.89%-6.2pp | 80.50%-59.9pp | 26.06%-5.4pp |
| Employer contribution / active EE | $8,675 | $3,371+157.3% | $4,624+87.6% | $2,596+234.1% |
| Participant deferral / active EE | $16,957 | $6,525+159.9% | $8,004+111.9% | $4,274+296.8% |
| Admin fee / account holder | $11,868 | $8,287+43.2% | $14,398-17.6% | $7,775+52.6% |