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 | $49,426 | $196,972-74.9% | $182,262-72.9% | $198,609-75.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.39% | 158.27%-139.9pp | 140.60%-122.2pp | 202.70%-184.3pp |
| Employer contribution / active EE | $1,593 | $5,364-70.3% | $5,046-68.4% | $5,055-68.5% |
| Participant deferral / active EE | $6,914 | $8,643-20.0% | $8,276-16.5% | $6,977-0.9% |
| Admin fee / account holder | $3,184 | $18,429-82.7% | $16,712-80.9% | $19,030-83.3% |