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 | $64,269 | $148,582-56.7% | $135,942-52.7% | $139,456-53.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.78% | 79.26%-59.5pp | 68.28%-48.5pp | 373.45%-353.7pp |
| Employer contribution / active EE | $3,235 | $5,245-38.3% | $4,858-33.4% | $4,753-31.9% |
| Participant deferral / active EE | $13,589 | $8,101+67.7% | $7,759+75.1% | $6,711+102.5% |
| Admin fee / account holder | $4,255 | $12,402-65.7% | $10,764-60.5% | $11,407-62.7% |