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 | $53,417 | $154,228-65.4% | $145,433-63.3% | $137,256-61.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.38% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,956 | $4,804-59.3% | $4,554-57.0% | $4,156-52.9% |
| Participant deferral / active EE | $2,832 | $8,216-65.5% | $7,897-64.1% | $6,407-55.8% |
| Admin fee / account holder | $10,310 | $14,344-28.1% | $13,129-21.5% | $12,270-16.0% |