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 | $42,839 | $165,584-74.1% | $142,942-70.0% | $137,256-68.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 11.82% | 164.22%-152.4pp | 113.70%-101.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $4,224 | $4,725-10.6% | $4,139+2.0% | $4,156+1.6% |
| Participant deferral / active EE | $6,888 | $8,194-15.9% | $7,128-3.4% | $6,407+7.5% |
| Admin fee / account holder | $20,474 | $16,167+26.6% | $12,475+64.1% | $12,270+66.9% |