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 | $44,112 | $178,174-75.2% | $156,181-71.8% | $137,256-67.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.31% | 84.19%-73.9pp | 64.87%-54.6pp | 220.34%-210.0pp |
| Employer contribution / active EE | $4,465 | $4,972-10.2% | $4,294+4.0% | $4,156+7.4% |
| Participant deferral / active EE | $12,078 | $6,888+75.3% | $6,132+97.0% | $6,407+88.5% |
| Admin fee / account holder | $57,381 | $17,404+229.7% | $14,586+293.4% | $12,270+367.6% |