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 | $40,312 | $165,381-75.6% | $149,730-73.1% | $158,966-74.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.20% | 348.29%-330.1pp | 276.70%-258.5pp | 302.95%-284.8pp |
| Employer contribution / active EE | $3,453 | $5,104-32.3% | $4,645-25.7% | $4,762-27.5% |
| Participant deferral / active EE | $10,997 | $7,182+53.1% | $6,843+60.7% | $5,983+83.8% |
| Admin fee / account holder | $16,187 | $10,809+49.7% | $9,310+73.9% | $11,250+43.9% |