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 | $40,714 | $104,953-61.2% | $84,637-51.9% | $152,909-73.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.26% | 373.94%-354.7pp | 258.82%-239.6pp | 345.46%-326.2pp |
| Employer contribution / active EE | $4,932 | $3,304+49.3% | $2,653+85.9% | $4,764+3.5% |
| Participant deferral / active EE | $4,722 | $4,691+0.7% | $3,900+21.1% | $5,851-19.3% |
| Admin fee / account holder | $524 | $6,244-91.6% | $4,914-89.3% | $11,601-95.5% |