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 | $122,962-60.1% | $71,585-31.4% | $138,895-64.7% |
| Participation rate | 100.0% | 68.9%+31.1pp | 68.2%+31.8pp | 79.9%+20.1pp |
| Annual return | 7.71% | 37.84%-30.1pp | 59.26%-51.5pp | 145.39%-137.7pp |
| Employer contribution / active EE | $2,444 | $2,620-6.7% | $1,669+46.5% | $4,194-41.7% |
| Participant deferral / active EE | $8,557 | $4,311+98.5% | $2,923+192.7% | $6,396+33.8% |
| Admin fee / account holder | $5,098 | $6,488-21.4% | $4,712+8.2% | $12,562-59.4% |