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 | $49,873 | $201,344-75.2% | $184,243-72.9% | $145,877-65.8% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 21.32% | 29.01%-7.7pp | 28.82%-7.5pp | 551.28%-530.0pp |
| Employer contribution / active EE | $1,689 | $7,022-75.9% | $6,427-73.7% | $4,663-63.8% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $24,101 | $16,382+47.1% | $13,914+73.2% | $13,402+79.8% |