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 | $43,419 | $115,917-62.5% | $100,535-56.8% | $158,982-72.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.55% | 34.80%-22.2pp | 30.90%-18.3pp | 302.99%-290.4pp |
| Employer contribution / active EE | $6,118 | $4,105+49.0% | $3,419+79.0% | $4,763+28.4% |
| Participant deferral / active EE | $11,724 | $6,677+75.6% | $6,271+86.9% | $5,983+95.9% |
| Admin fee / account holder | $18,436 | $11,002+67.6% | $8,085+128.0% | $11,252+63.9% |