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 | $43,407 | $213,785-79.7% | $185,441-76.6% | $155,188-72.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 8.95% | 19.97%-11.0pp | 20.16%-11.2pp | 148.84%-139.9pp |
| Employer contribution / active EE | $1,400 | $5,393-74.0% | $4,672-70.0% | $4,248-67.0% |
| Participant deferral / active EE | $3,246 | $6,864-52.7% | $6,152-47.2% | $6,531-50.3% |
| Admin fee / account holder | $60,044 | $21,134+184.1% | $17,890+235.6% | $14,480+314.7% |