Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $54,806 | $101,798-46.2% | $165,071-66.8% | $80,935-32.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.72% | 16.73%-4.0pp | 70.17%-57.5pp | 35.66%-22.9pp |
| Employer contribution / active EE | $3,268 | $2,954+10.6% | $4,347-24.8% | $2,757+18.6% |
| Participant deferral / active EE | $6,486 | $4,476+44.9% | $6,035+7.5% | $4,299+50.9% |
| Admin fee / account holder | $941 | $8,221-88.6% | $12,695-92.6% | $6,924-86.4% |