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 | $54,823 | $112,729-51.4% | $98,716-44.5% | $137,256-60.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.49% | 38.48%-25.0pp | 31.81%-18.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $10,491 | $2,725+285.0% | $2,279+360.4% | $4,156+152.4% |
| Participant deferral / active EE | $9,087 | $4,640+95.8% | $4,048+124.5% | $6,407+41.8% |
| Admin fee / account holder | $33,353 | $10,129+229.3% | $8,703+283.2% | $12,270+171.8% |