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 | $49,079 | $151,427-67.6% | $112,860-56.5% | $154,746-68.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 7.71% | 30.95%-23.2pp | 35.26%-27.5pp | 172.34%-164.6pp |
| Employer contribution / active EE | $2,444 | $2,750-11.1% | $2,206+10.8% | $4,379-44.2% |
| Participant deferral / active EE | $8,557 | $4,285+99.7% | $3,493+145.0% | $6,730+27.1% |
| Admin fee / account holder | $5,098 | $7,369-30.8% | $6,841-25.5% | $14,365-64.5% |