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 | $25,925 | $72,071-64.0% | $68,368-62.1% | $137,256-81.1% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.0%+14.5pp |
| Annual return | 13.61% | 353.14%-339.5pp | 292.57%-279.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,746 | $2,788-1.5% | $2,649+3.7% | $4,156-33.9% |
| Participant deferral / active EE | $3,549 | $4,410-19.5% | $4,123-13.9% | $6,407-44.6% |
| Admin fee / account holder | $10,365 | $5,336+94.3% | $5,150+101.3% | $12,270-15.5% |