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 | $55,065 | $157,276-65.0% | $141,177-61.0% | $152,885-64.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.46% | 64.33%-48.9pp | 71.40%-55.9pp | 345.39%-329.9pp |
| Employer contribution / active EE | $2,890 | $5,262-45.1% | $4,736-39.0% | $4,763-39.3% |
| Participant deferral / active EE | $6,977 | $7,110-1.9% | $6,710+4.0% | $5,851+19.3% |
| Admin fee / account holder | $45,672 | $12,123+276.7% | $10,263+345.0% | $11,598+293.8% |