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 | $32,911 | $154,209-78.7% | $130,062-74.7% | $139,487-76.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.01% | 32.52%-18.5pp | -137.37%+151.4pp | 373.84%-359.8pp |
| Employer contribution / active EE | $4,040 | $5,292-23.7% | $4,322-6.5% | $4,755-15.0% |
| Participant deferral / active EE | $10,687 | $6,709+59.3% | $5,821+83.6% | $6,713+59.2% |
| Admin fee / account holder | $22,719 | $13,988+62.4% | $10,601+114.3% | $11,407+99.2% |