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 | $45,259 | $105,960-57.3% | $81,726-44.6% | $158,982-71.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 16.36% | 38.19%-21.8pp | 29.49%-13.1pp | 302.99%-286.6pp |
| Employer contribution / active EE | $5,385 | $7,805-31.0% | $4,311+24.9% | $4,763+13.1% |
| Participant deferral / active EE | $4,213 | $13,011-67.6% | $7,108-40.7% | $5,983-29.6% |
| Admin fee / account holder | $1,338 | $8,494-84.3% | $5,160-74.1% | $11,252-88.1% |