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 | $34,807 | $103,392-66.3% | $87,104-60.0% | $152,897-77.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.04% | 28.10%-9.1pp | 28.19%-9.2pp | 345.43%-326.4pp |
| Employer contribution / active EE | $5,071 | $3,221+57.4% | $2,521+101.1% | $4,764+6.4% |
| Participant deferral / active EE | $4,305 | $4,778-9.9% | $4,048+6.3% | $5,851-26.4% |
| Admin fee / account holder | $503 | $12,194-95.9% | $7,491-93.3% | $11,599-95.7% |