Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $49,763 | $81,664-39.1% | $70,476-29.4% | $158,966-68.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.00% | 208.59%-196.6pp | 109.12%-97.1pp | 302.95%-290.9pp |
| Employer contribution / active EE | $3,627 | $3,219+12.7% | $2,738+32.5% | $4,762-23.8% |
| Participant deferral / active EE | $1,725 | $4,556-62.1% | $3,710-53.5% | $5,983-71.2% |
| Admin fee / account holder | $500 | $6,197-91.9% | $3,847-87.0% | $11,250-95.6% |