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 | $42,045 | $165,939-74.7% | $122,354-65.6% | $147,586-71.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.44% | 34.56%-18.1pp | 30.28%-13.8pp | 578.59%-562.2pp |
| Employer contribution / active EE | $5,346 | $5,754-7.1% | $4,051+32.0% | $4,876+9.6% |
| Participant deferral / active EE | $1,478 | $4,005-63.1% | $3,287-55.0% | $5,439-72.8% |
| Admin fee / account holder | $1,789 | $7,425-75.9% | $5,479-67.3% | $10,886-83.6% |