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 | $52,103 | $70,366-26.0% | $66,674-21.9% | $138,895-62.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.32% | 386.41%-371.1pp | 321.24%-305.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $3,036 | $2,765+9.8% | $2,620+15.9% | $4,194-27.6% |
| Participant deferral / active EE | $5,037 | $4,374+15.2% | $4,084+23.3% | $6,396-21.2% |
| Admin fee / account holder | $944 | $5,262-82.1% | $5,098-81.5% | $12,562-92.5% |