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 | $46,222 | $85,766-46.1% | $136,298-66.1% | $70,126-34.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 27.43% | 31.46%-4.0pp | 5156.27%-5128.8pp | 73.15%-45.7pp |
| Employer contribution / active EE | $2,582 | $2,966-12.9% | $4,696-45.0% | $2,343+10.2% |
| Participant deferral / active EE | $5,382 | $5,051+6.5% | $6,247-13.9% | $3,332+61.5% |
| Admin fee / account holder | $967 | $5,421-82.2% | $9,244-89.5% | $4,645-79.2% |