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 | $42,320 | $110,337-61.6% | $102,383-58.7% | $145,877-71.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.98% | 24.83%-13.9pp | 24.94%-14.0pp | 551.28%-540.3pp |
| Employer contribution / active EE | $11,090 | $4,216+163.0% | $3,870+186.5% | $4,663+137.8% |
| Participant deferral / active EE | $7,807 | $5,621+38.9% | $5,060+54.3% | $6,691+16.7% |
| Admin fee / account holder | $312 | $9,750-96.8% | $8,391-96.3% | $13,402-97.7% |