Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $43,407 | $111,535-61.1% | $105,223-58.7% | $137,256-68.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.88% | 237.85%-218.0pp | 180.65%-160.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,040 | $3,939-22.8% | $3,689-17.6% | $4,156-26.9% |
| Participant deferral / active EE | $10,120 | $5,500+84.0% | $5,072+99.5% | $6,407+58.0% |
| Admin fee / account holder | $510 | $9,721-94.8% | $8,859-94.2% | $12,270-95.8% |