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 | $25,501 | $115,810-78.0% | $101,271-74.8% | $158,966-84.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.56% | 56.15%-38.6pp | 46.48%-28.9pp | 302.95%-285.4pp |
| Employer contribution / active EE | $1,183 | $4,175-71.7% | $3,660-67.7% | $4,762-75.2% |
| Participant deferral / active EE | $4,276 | $4,958-13.8% | $4,371-2.2% | $5,983-28.5% |
| Admin fee / account holder | $2,362 | $7,248-67.4% | $5,948-60.3% | $11,250-79.0% |