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 | $58,641 | $115,917-49.4% | $100,535-41.7% | $158,982-63.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 22.84% | 34.80%-12.0pp | 30.90%-8.1pp | 302.99%-280.2pp |
| Employer contribution / active EE | $2,172 | $4,105-47.1% | $3,419-36.5% | $4,763-54.4% |
| Participant deferral / active EE | $5,048 | $6,677-24.4% | $6,271-19.5% | $5,983-15.6% |
| Admin fee / account holder | $1,808 | $11,002-83.6% | $8,085-77.6% | $11,252-83.9% |