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 | $40,091 | $176,105-77.2% | $159,474-74.9% | $167,536-76.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.02% | 331.91%-319.9pp | 263.68%-251.7pp | 478.82%-466.8pp |
| Employer contribution / active EE | $2,427 | $5,299-54.2% | $4,831-49.8% | $4,839-49.8% |
| Participant deferral / active EE | $6,300 | $7,751-18.7% | $7,353-14.3% | $6,342-0.7% |
| Admin fee / account holder | $593 | $12,559-95.3% | $10,802-94.5% | $12,315-95.2% |