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 | $47,829 | $105,284-54.6% | $150,734-68.3% | $94,015-49.1% |
| Participation rate | 95.8% | 71.7%+24.1pp | 78.4%+17.4pp | 70.8%+25.0pp |
| Annual return | 24.72% | 15.67%+9.0pp | 600.81%-576.1pp | 17.84%+6.9pp |
| Employer contribution / active EE | $4,010 | $3,599+11.4% | $4,918-18.5% | $2,790+43.7% |
| Participant deferral / active EE | $8,489 | $4,274+98.6% | $5,610+51.3% | $4,249+99.8% |
| Admin fee / account holder | $3,811 | $9,839-61.3% | $14,905-74.4% | $8,951-57.4% |