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 | $56,842 | $98,240-42.1% | $82,313-30.9% | $147,585-61.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 24.65% | 30.85%-6.2pp | 25.88%-1.2pp | 578.58%-553.9pp |
| Employer contribution / active EE | $16,021 | $3,192+402.0% | $2,428+559.8% | $4,876+228.5% |
| Participant deferral / active EE | $4,893 | $4,383+11.6% | $3,706+32.0% | $5,439-10.0% |
| Admin fee / account holder | $3,909 | $8,563-54.3% | $5,608-30.3% | $10,886-64.1% |