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 | $62,427 | $115,780-46.1% | $101,255-38.3% | $158,931-60.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.53% | 56.14%-41.6pp | 46.48%-31.9pp | 302.86%-288.3pp |
| Employer contribution / active EE | $1,941 | $4,175-53.5% | $3,660-47.0% | $4,761-59.2% |
| Participant deferral / active EE | $3,613 | $4,958-27.1% | $4,370-17.3% | $5,982-39.6% |
| Admin fee / account holder | $997 | $7,246-86.2% | $5,946-83.2% | $11,247-91.1% |