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 | $54,174 | $134,817-59.8% | $123,973-56.3% | $155,188-65.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.73% | 515.49%-501.8pp | 388.13%-374.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $3,183 | $4,425-28.1% | $4,126-22.9% | $4,248-25.1% |
| Participant deferral / active EE | $3,450 | $5,706-39.5% | $5,247-34.2% | $6,531-47.2% |
| Admin fee / account holder | $854 | $13,245-93.6% | $11,799-92.8% | $14,480-94.1% |