Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $57,990 | $101,618-42.9% | $93,063-37.7% | $137,256-57.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.88% | 223.95%-209.1pp | 34.15%-19.3pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,093 | $2,707-22.7% | $2,476-15.5% | $4,156-49.7% |
| Participant deferral / active EE | $7,331 | $4,279+71.3% | $3,958+85.2% | $6,407+14.4% |
| Admin fee / account holder | $836 | $6,198-86.5% | $6,033-86.1% | $12,270-93.2% |