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 | $39,979 | $96,965-58.8% | $97,995-59.2% | $147,586-72.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 12.09% | 24.11%-12.0pp | 23.94%-11.8pp | 578.59%-566.5pp |
| Employer contribution / active EE | $6,048 | $4,536+33.3% | $4,158+45.5% | $4,876+24.0% |
| Participant deferral / active EE | $4,633 | $5,081-8.8% | $5,097-9.1% | $5,439-14.8% |
| Admin fee / account holder | $5,345 | $8,120-34.2% | $5,943-10.1% | $10,886-50.9% |