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 | $53,921 | $197,637-72.7% | $177,848-69.7% | $158,982-66.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.18% | 58.77%-44.6pp | 48.33%-34.2pp | 302.99%-288.8pp |
| Employer contribution / active EE | $2,121 | $6,698-68.3% | $5,919-64.2% | $4,763-55.5% |
| Participant deferral / active EE | $3,534 | $8,405-58.0% | $7,714-54.2% | $5,983-40.9% |
| Admin fee / account holder | $1,252 | $15,406-91.9% | $12,431-89.9% | $11,252-88.9% |