Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $44,563 | $73,988-39.8% | $96,538-53.8% | $75,177-40.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.14% | 26.73%-10.6pp | 35.74%-19.6pp | 160.75%-144.6pp |
| Employer contribution / active EE | $2,099 | $2,930-28.4% | $3,740-43.9% | $2,671-21.4% |
| Participant deferral / active EE | $4,660 | $3,660+27.3% | $4,880-4.5% | $4,126+12.9% |
| Admin fee / account holder | $3,920 | $5,220-24.9% | $6,737-41.8% | $5,651-30.6% |