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 | $41,255 | $181,896-77.3% | $156,551-73.6% | $273,972-84.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 21.33% | 30.74%-9.4pp | 32.23%-10.9pp | 41.46%-20.1pp |
| Employer contribution / active EE | $4,000 | $6,248-36.0% | $5,501-27.3% | $4,869-17.8% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $35,173 | $15,560+126.0% | $13,028+170.0% | $10,133+247.1% |