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 | $25,477 | $135,956-81.3% | $123,894-79.4% | $273,972-90.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.43% | 56.63%-47.2pp | 47.52%-38.1pp | 41.46%-32.0pp |
| Employer contribution / active EE | $3,713 | $5,170-28.2% | $4,617-19.6% | $4,869-23.7% |
| Participant deferral / active EE | $5,766 | $6,343-9.1% | $5,984-3.7% | $5,287+9.0% |
| Admin fee / account holder | $15,014 | $9,817+52.9% | $8,357+79.6% | $10,133+48.2% |