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 | $50,480 | $112,933-55.3% | $90,970-44.5% | $158,982-68.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.30% | 215.82%-200.5pp | 134.60%-119.3pp | 302.99%-287.7pp |
| Employer contribution / active EE | $2,275 | $2,893-21.4% | $2,122+7.2% | $4,763-52.2% |
| Participant deferral / active EE | $4,757 | $4,128+15.2% | $3,373+41.0% | $5,983-20.5% |
| Admin fee / account holder | $457 | $8,047-94.3% | $5,961-92.3% | $11,252-95.9% |