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 | $51,119 | $88,778-42.4% | $81,844-37.5% | $145,884-65.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.55% | 1033.03%-1021.5pp | 778.87%-767.3pp | 551.85%-540.3pp |
| Employer contribution / active EE | $2,805 | $3,087-9.1% | $2,916-3.8% | $4,662-39.8% |
| Participant deferral / active EE | $4,451 | $4,648-4.3% | $4,323+2.9% | $6,690-33.5% |
| Admin fee / account holder | $992 | $8,430-88.2% | $7,355-86.5% | $13,392-92.6% |