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 | $50,616 | $124,980-59.5% | $108,359-53.3% | $154,746-67.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.82% | 45.00%-27.2pp | 36.89%-19.1pp | 172.34%-154.5pp |
| Employer contribution / active EE | $3,466 | $2,851+21.6% | $2,399+44.4% | $4,379-20.9% |
| Participant deferral / active EE | $9,194 | $4,743+93.8% | $4,137+122.2% | $6,730+36.6% |
| Admin fee / account holder | $5,495 | $11,502-52.2% | $9,741-43.6% | $14,365-61.7% |