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 | $25,695 | $110,039-76.6% | $97,260-73.6% | $145,884-82.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 22.14% | 244.44%-222.3pp | 75.54%-53.4pp | 551.85%-529.7pp |
| Employer contribution / active EE | $1,349 | $3,074-56.1% | $2,721-50.4% | $4,662-71.1% |
| Participant deferral / active EE | $5,450 | $4,674+16.6% | $4,262+27.9% | $6,690-18.5% |
| Admin fee / account holder | $2,070 | $6,204-66.6% | $5,640-63.3% | $13,392-84.5% |