Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $47,017 | $69,518-32.4% | $59,887-21.5% | $135,379-65.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 5.78% | 7.95%-2.2pp | 3.46%+2.3pp | 519.79%-514.0pp |
| Employer contribution / active EE | $7,145 | $3,235+120.9% | $2,722+162.5% | $4,779+49.5% |
| Participant deferral / active EE | $8,884 | $4,204+111.3% | $3,402+161.1% | $5,609+58.4% |
| Admin fee / account holder | $9,254 | $5,734+61.4% | $3,591+157.7% | $10,828-14.5% |