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 | $33,643 | $162,812-79.3% | $133,971-74.9% | $158,966-78.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.80% | 41.94%-34.1pp | 45.09%-37.3pp | 302.95%-295.1pp |
| Employer contribution / active EE | $4,019 | $4,976-19.2% | $3,919+2.6% | $4,762-15.6% |
| Participant deferral / active EE | $6,251 | $5,910+5.8% | $5,047+23.9% | $5,983+4.5% |
| Admin fee / account holder | $40,188 | $11,741+242.3% | $8,929+350.1% | $11,250+257.2% |