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 | $49,913 | $77,419-35.5% | $69,461-28.1% | $152,885-67.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 12.45% | 39.07%-26.6pp | 28.97%-16.5pp | 345.39%-332.9pp |
| Employer contribution / active EE | $2,243 | $3,315-32.4% | $2,779-19.3% | $4,763-52.9% |
| Participant deferral / active EE | $3,582 | $4,414-18.8% | $3,536+1.3% | $5,851-38.8% |
| Admin fee / account holder | $5,801 | $6,207-6.5% | $3,840+51.1% | $11,598-50.0% |