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 | $52,921 | $157,304-66.4% | $141,197-62.5% | $152,909-65.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.50% | 64.34%-46.8pp | 71.41%-53.9pp | 345.46%-328.0pp |
| Employer contribution / active EE | $3,543 | $5,263-32.7% | $4,736-25.2% | $4,764-25.6% |
| Participant deferral / active EE | $3,264 | $7,111-54.1% | $6,710-51.4% | $5,851-44.2% |
| Admin fee / account holder | $14,532 | $12,126+19.8% | $10,265+41.6% | $11,601+25.3% |