Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $49,738 | $138,312-64.0% | $122,979-59.6% | $155,188-67.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 43.38% | 22.06%+21.3pp | 20.12%+23.3pp | 148.84%-105.5pp |
| Employer contribution / active EE | $18,743 | $3,530+430.9% | $3,062+512.0% | $4,248+341.2% |
| Participant deferral / active EE | $46,525 | $5,592+731.9% | $5,003+829.9% | $6,531+612.3% |
| Admin fee / account holder | $7,130 | $15,089-52.7% | $12,864-44.6% | $14,480-50.8% |