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 | $36,735 | $166,131-77.9% | $164,975-77.7% | $145,877-74.8% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.6%+16.4pp | 80.3%+14.7pp |
| Annual return | 12.40% | 100.37%-88.0pp | 70.12%-57.7pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,181 | $5,276-58.7% | $4,343-49.8% | $4,663-53.2% |
| Participant deferral / active EE | $4,342 | $6,962-37.6% | $6,033-28.0% | $6,691-35.1% |
| Admin fee / account holder | $1,114 | $16,648-93.3% | $12,688-91.2% | $13,402-91.7% |