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 | $52,869 | $115,903-54.4% | $100,528-47.4% | $158,966-66.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.38% | 34.80%-22.4pp | 30.90%-18.5pp | 302.95%-290.6pp |
| Employer contribution / active EE | $5,354 | $4,105+30.4% | $3,419+56.6% | $4,762+12.4% |
| Participant deferral / active EE | $6,529 | $6,677-2.2% | $6,271+4.1% | $5,983+9.1% |
| Admin fee / account holder | $3,042 | $11,000-72.3% | $8,084-62.4% | $11,250-73.0% |