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 | $44,727 | $57,312-22.0% | $86,617-48.4% | $75,181-40.5% |
| Participation rate | 97.5% | 63.2%+34.3pp | 71.7%+25.8pp | 67.2%+30.3pp |
| Annual return | 14.01% | 2672.78%-2658.8pp | 591.91%-577.9pp | 160.69%-146.7pp |
| Employer contribution / active EE | $2,835 | $2,315+22.4% | $3,023-6.2% | $2,671+6.1% |
| Participant deferral / active EE | $4,320 | $3,319+30.1% | $4,437-2.6% | $4,126+4.7% |
| Admin fee / account holder | $6,430 | $4,114+56.3% | $5,613+14.6% | $5,650+13.8% |