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 | $32,721 | $148,629-78.0% | $135,982-75.9% | $139,487-76.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.76% | 79.33%-66.6pp | 68.32%-55.6pp | 373.84%-361.1pp |
| Employer contribution / active EE | $1,856 | $5,247-64.6% | $4,859-61.8% | $4,755-61.0% |
| Participant deferral / active EE | $5,619 | $8,102-30.7% | $7,760-27.6% | $6,713-16.3% |
| Admin fee / account holder | $17,322 | $12,406+39.6% | $10,767+60.9% | $11,407+51.9% |