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 | $53,052 | $110,248-51.9% | $95,728-44.6% | $139,456-62.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.35% | 27.16%-4.8pp | 28.40%-6.0pp | 373.45%-351.1pp |
| Employer contribution / active EE | $1,791 | $3,258-45.0% | $2,835-36.8% | $4,753-62.3% |
| Participant deferral / active EE | $1,666 | $4,675-64.4% | $4,245-60.7% | $6,711-75.2% |
| Admin fee / account holder | $3,462 | $6,607-47.6% | $5,673-39.0% | $11,407-69.7% |