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 | $52,553 | $86,298-39.1% | $111,308-52.8% | $85,847-38.8% |
| Participation rate | 96.2% | 73.3%+22.8pp | 77.3%+18.8pp | 69.3%+26.8pp |
| Annual return | 17.43% | 19.99%-2.6pp | 54.67%-37.2pp | 318.61%-301.2pp |
| Employer contribution / active EE | $8,810 | $2,044+331.1% | $2,732+222.5% | $2,565+243.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,951 | $8,189-64.0% | $7,965-63.0% | $6,261-52.9% |