Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $64,328 | $154,193-58.3% | $130,045-50.5% | $139,466-53.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.91% | 32.51%-12.6pp | -137.30%+157.2pp | 373.66%-353.8pp |
| Employer contribution / active EE | $29,761 | $5,292+462.4% | $4,321+588.7% | $4,754+526.0% |
| Participant deferral / active EE | $20,010 | $6,709+198.3% | $5,820+243.8% | $6,712+198.1% |
| Admin fee / account holder | $368 | $13,989-97.4% | $10,600-96.5% | $11,409-96.8% |