Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $23,782 | $106,923-77.8% | $84,023-71.7% | $152,909-84.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.74% | 105.02%-83.3pp | 71.32%-49.6pp | 345.46%-323.7pp |
| Employer contribution / active EE | $3,935 | $2,735+43.8% | $1,984+98.3% | $4,764-17.4% |
| Participant deferral / active EE | $3,064 | $4,013-23.6% | $3,239-5.4% | $5,851-47.6% |
| Admin fee / account holder | $347 | $8,289-95.8% | $6,102-94.3% | $11,601-97.0% |