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 | $60,674 | $166,020-63.5% | $164,866-63.2% | $145,959-58.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.62% | 100.08%-89.5pp | 69.97%-59.3pp | 561.95%-551.3pp |
| Employer contribution / active EE | $3,674 | $5,275-30.3% | $4,343-15.4% | $4,661-21.2% |
| Participant deferral / active EE | $14,130 | $6,961+103.0% | $6,033+134.2% | $6,689+111.3% |
| Admin fee / account holder | $8,572 | $16,644-48.5% | $12,689-32.4% | $13,398-36.0% |