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 | $52,371 | $84,236-37.8% | $170,435-69.3% | $70,126-25.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 26.64% | 23.06%+3.6pp | 205.94%-179.3pp | 73.15%-46.5pp |
| Employer contribution / active EE | $4,343 | $3,387+28.2% | $5,432-20.1% | $2,343+85.4% |
| Participant deferral / active EE | $3,972 | $3,086+28.7% | $4,939-19.6% | $3,332+19.2% |
| Admin fee / account holder | $1,323 | $5,698-76.8% | $13,881-90.5% | $4,645-71.5% |