Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,078 | $106,524-63.3% | $152,301-74.3% | $87,485-55.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 24.18% | 26.89%-2.7pp | 80.50%-56.3pp | 26.06%-1.9pp |
| Employer contribution / active EE | $1,577 | $3,371-53.2% | $4,624-65.9% | $2,596-39.2% |
| Participant deferral / active EE | $8,661 | $6,525+32.7% | $8,004+8.2% | $4,274+102.7% |
| Admin fee / account holder | $4,298 | $8,287-48.1% | $14,398-70.2% | $7,775-44.7% |