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 | $39,562 | $97,125-59.3% | $86,233-54.1% | $137,256-71.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.11% | 74.19%-58.1pp | 61.39%-45.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $4,327 | $2,841+52.3% | $2,504+72.8% | $4,156+4.1% |
| Participant deferral / active EE | $3,119 | $5,180-39.8% | $4,559-31.6% | $6,407-51.3% |
| Admin fee / account holder | $1,777 | $9,725-81.7% | $8,342-78.7% | $12,270-85.5% |