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 | $42,482 | $106,524-60.1% | $152,301-72.1% | $87,485-51.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 47.25% | 26.89%+20.4pp | 80.50%-33.3pp | 26.06%+21.2pp |
| Employer contribution / active EE | $7,702 | $3,371+128.4% | $4,624+66.5% | $2,596+196.7% |
| Participant deferral / active EE | $4,382 | $6,525-32.8% | $8,004-45.3% | $4,274+2.5% |
| Admin fee / account holder | $3,120 | $8,287-62.3% | $14,398-78.3% | $7,775-59.9% |