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 | $60,958 | $86,288-29.4% | $111,306-45.2% | $85,851-29.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 18.71% | 19.99%-1.3pp | 54.67%-36.0pp | 318.63%-299.9pp |
| Employer contribution / active EE | $4,250 | $2,044+108.0% | $2,732+55.6% | $2,565+65.7% |
| Participant deferral / active EE | $5,352 | $3,641+47.0% | $4,488+19.3% | $3,952+35.4% |
| Admin fee / account holder | $13,181 | $8,189+61.0% | $7,966+65.5% | $6,261+110.5% |