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 | $29,917 | $106,280-71.9% | $96,538-69.0% | $139,487-78.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.12% | 38.48%-19.4pp | 35.74%-16.6pp | 373.84%-354.7pp |
| Employer contribution / active EE | $5,030 | $4,107+22.5% | $3,740+34.5% | $4,755+5.8% |
| Participant deferral / active EE | $2,117 | $5,457-61.2% | $4,880-56.6% | $6,713-68.5% |
| Admin fee / account holder | $1,860 | $7,888-76.4% | $6,737-72.4% | $11,407-83.7% |