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 | $42,987 | $106,280-59.6% | $96,538-55.5% | $139,487-69.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.96% | 38.48%-24.5pp | 35.74%-21.8pp | 373.84%-359.9pp |
| Employer contribution / active EE | $14,285 | $4,107+247.8% | $3,740+281.9% | $4,755+200.4% |
| Participant deferral / active EE | $7,656 | $5,457+40.3% | $4,880+56.9% | $6,713+14.1% |
| Admin fee / account holder | $710 | $7,888-91.0% | $6,737-89.5% | $11,407-93.8% |