Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,982 | $104,694-78.0% | $85,709-73.2% | $167,536-86.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.84% | 21.45%-6.6pp | 21.49%-6.7pp | 478.82%-464.0pp |
| Employer contribution / active EE | $4,621 | $3,337+38.5% | $2,619+76.5% | $4,839-4.5% |
| Participant deferral / active EE | $6,234 | $4,826+29.2% | $3,924+58.9% | $6,342-1.7% |
| Admin fee / account holder | $1,212 | $10,035-87.9% | $6,876-82.4% | $12,315-90.2% |