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 | $27,989 | $71,057-60.6% | $93,654-70.1% | $80,874-65.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 14.57% | 11.26%+3.3pp | 133.34%-118.8pp | 35.62%-21.0pp |
| Employer contribution / active EE | $4,063 | $1,564+159.8% | $2,421+67.8% | $2,756+47.5% |
| Participant deferral / active EE | $8,727 | $4,034+116.3% | $4,413+97.8% | $4,297+103.1% |
| Admin fee / account holder | $5,629 | $6,944-18.9% | $8,282-32.0% | $6,935-18.8% |