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 | $51,307 | $115,814-55.7% | $101,275-49.3% | $158,982-67.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.46% | 56.16%-37.7pp | 46.48%-28.0pp | 302.99%-284.5pp |
| Employer contribution / active EE | $2,395 | $4,176-42.6% | $3,660-34.6% | $4,763-49.7% |
| Participant deferral / active EE | $4,562 | $4,958-8.0% | $4,371+4.4% | $5,983-23.8% |
| Admin fee / account holder | $7,547 | $7,249+4.1% | $5,948+26.9% | $11,252-32.9% |