Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $54,912 | $77,449-29.1% | $69,483-21.0% | $152,909-64.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 6.12% | 39.09%-33.0pp | 28.99%-22.9pp | 345.46%-339.3pp |
| Employer contribution / active EE | $6,051 | $3,316+82.5% | $2,780+117.7% | $4,764+27.0% |
| Participant deferral / active EE | $6,051 | $4,415+37.1% | $3,537+71.1% | $5,851+3.4% |
| Admin fee / account holder | $1,244 | $6,210-80.0% | $3,841-67.6% | $11,601-89.3% |