Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,764 | $101,798-57.0% | $165,071-73.5% | $80,935-45.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 18.86% | 16.73%+2.1pp | 70.17%-51.3pp | 35.66%-16.8pp |
| Employer contribution / active EE | $6,707 | $2,954+127.0% | $4,347+54.3% | $2,757+143.3% |
| Participant deferral / active EE | $5,105 | $4,476+14.1% | $6,035-15.4% | $4,299+18.7% |
| Admin fee / account holder | $3,003 | $8,221-63.5% | $12,695-76.3% | $6,924-56.6% |