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 | $46,236 | $172,111-73.1% | $150,298-69.2% | $137,256-66.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.82% | 69.37%-56.6pp | 62.79%-50.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,374 | $4,636-70.4% | $4,154-66.9% | $4,156-66.9% |
| Participant deferral / active EE | $2,713 | $6,166-56.0% | $5,453-50.2% | $6,407-57.6% |
| Admin fee / account holder | $6,753 | $16,471-59.0% | $14,116-52.2% | $12,270-45.0% |