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 | $29,964 | $58,258-48.6% | $81,820-63.4% | $80,925-63.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.41% | 41.76%-30.4pp | 777.93%-766.5pp | 35.65%-24.2pp |
| Employer contribution / active EE | $2,666 | $2,345+13.7% | $2,915-8.5% | $2,756-3.3% |
| Participant deferral / active EE | $4,967 | $3,284+51.3% | $4,323+14.9% | $4,299+15.5% |
| Admin fee / account holder | $598 | $4,976-88.0% | $7,391-91.9% | $6,940-91.4% |