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 | $48,597 | $209,422-76.8% | $178,503-72.8% | $158,982-69.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.40% | 188.81%-176.4pp | 151.12%-138.7pp | 302.99%-290.6pp |
| Employer contribution / active EE | $3,752 | $5,707-34.2% | $5,011-25.1% | $4,763-21.2% |
| Participant deferral / active EE | $4,243 | $5,955-28.7% | $5,202-18.4% | $5,983-29.1% |
| Admin fee / account holder | $1,643 | $17,079-90.4% | $13,987-88.3% | $11,252-85.4% |