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 | $54,314 | $126,519-57.1% | $106,201-48.9% | $145,959-62.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.58% | 225.10%-213.5pp | 116.26%-104.7pp | 561.95%-550.4pp |
| Employer contribution / active EE | $4,522 | $3,726+21.4% | $3,170+42.7% | $4,661-3.0% |
| Participant deferral / active EE | $3,692 | $5,716-35.4% | $5,012-26.3% | $6,689-44.8% |
| Admin fee / account holder | $1,175 | $17,312-93.2% | $11,039-89.4% | $13,398-91.2% |