Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,063 | $72,071-43.0% | $68,368-39.9% | $137,256-70.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.59% | 353.14%-339.6pp | 292.57%-279.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,928 | $2,788+5.0% | $2,649+10.5% | $4,156-29.6% |
| Participant deferral / active EE | $4,109 | $4,410-6.8% | $4,123-0.3% | $6,407-35.9% |
| Admin fee / account holder | $1,087 | $5,336-79.6% | $5,150-78.9% | $12,270-91.1% |