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 | $49,990 | $157,304-68.2% | $141,197-64.6% | $152,909-67.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.71% | 64.34%-42.6pp | 71.41%-49.7pp | 345.46%-323.8pp |
| Employer contribution / active EE | $5,117 | $5,263-2.8% | $4,736+8.0% | $4,764+7.4% |
| Participant deferral / active EE | $9,954 | $7,111+40.0% | $6,710+48.3% | $5,851+70.1% |
| Admin fee / account holder | $2,482 | $12,126-79.5% | $10,265-75.8% | $11,601-78.6% |