Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $45,689 | $114,119-60.0% | $107,187-57.4% | $138,895-67.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.54% | 273.21%-254.7pp | 204.55%-186.0pp | 145.39%-126.9pp |
| Employer contribution / active EE | $7,404 | $4,059+82.4% | $3,782+95.8% | $4,194+76.5% |
| Participant deferral / active EE | $9,403 | $5,538+69.8% | $5,096+84.5% | $6,396+47.0% |
| Admin fee / account holder | $358 | $10,024-96.4% | $9,162-96.1% | $12,562-97.2% |