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 | $49,764 | $117,895-57.8% | $102,460-51.4% | $145,897-65.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.22% | 31.92%-21.7pp | 29.47%-19.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $3,145 | $3,619-13.1% | $3,025+4.0% | $4,663-32.5% |
| Participant deferral / active EE | $3,786 | $5,736-34.0% | $5,056-25.1% | $6,689-43.4% |
| Admin fee / account holder | $747 | $13,353-94.4% | $9,460-92.1% | $13,390-94.4% |