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 | $50,552 | $201,259-74.9% | $184,200-72.6% | $145,959-65.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.03% | 28.98%-15.0pp | 28.80%-14.8pp | 561.95%-547.9pp |
| Employer contribution / active EE | $14,718 | $7,018+109.7% | $6,424+129.1% | $4,661+215.8% |
| Participant deferral / active EE | $13,071 | $9,806+33.3% | $9,132+43.1% | $6,689+95.4% |
| Admin fee / account holder | $15,441 | $16,372-5.7% | $13,907+11.0% | $13,398+15.2% |