Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $46,610 | $227,399-79.5% | $189,758-75.4% | $198,609-76.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.94% | 61.03%-44.1pp | 52.62%-35.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $4,886 | $5,526-11.6% | $4,767+2.5% | $5,055-3.3% |
| Participant deferral / active EE | $10,272 | $6,837+50.2% | $5,856+75.4% | $6,977+47.2% |
| Admin fee / account holder | $10,703 | $25,162-57.5% | $20,388-47.5% | $19,030-43.8% |