Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,126 | $124,346-76.6% | $111,306-73.8% | $167,553-82.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.05% | 37.46%-25.4pp | 54.67%-42.6pp | 478.89%-466.8pp |
| Employer contribution / active EE | $3,106 | $3,438-9.7% | $2,732+13.7% | $4,840-35.8% |
| Participant deferral / active EE | $6,524 | $5,182+25.9% | $4,488+45.4% | $6,343+2.9% |
| Admin fee / account holder | $307 | $10,623-97.1% | $7,966-96.2% | $12,316-97.5% |