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 | $35,323 | $106,247-66.8% | $96,515-63.4% | $139,466-74.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.12% | 38.47%-20.3pp | 35.73%-17.6pp | 373.66%-355.5pp |
| Employer contribution / active EE | $5,351 | $4,106+30.3% | $3,740+43.1% | $4,754+12.6% |
| Participant deferral / active EE | $3,888 | $5,456-28.7% | $4,880-20.3% | $6,712-42.1% |
| Admin fee / account holder | $1,201 | $7,885-84.8% | $6,735-82.2% | $11,409-89.5% |