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 | $52,495 | $110,410-52.5% | $102,437-48.8% | $145,897-64.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.34% | 24.85%-12.5pp | 24.95%-12.6pp | 552.29%-540.0pp |
| Employer contribution / active EE | $4,826 | $4,217+14.4% | $3,871+24.7% | $4,663+3.5% |
| Participant deferral / active EE | $3,133 | $5,622-44.3% | $5,060-38.1% | $6,689-53.2% |
| Admin fee / account holder | $1,449 | $9,745-85.1% | $8,388-82.7% | $13,390-89.2% |