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 | $28,479 | $87,544-67.5% | $75,784-62.4% | $125,388-77.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 52.60% | 13.49%+39.1pp | 9.68%+42.9pp | 282.24%-229.6pp |
| Employer contribution / active EE | $3,228 | $3,930-17.9% | $3,323-2.9% | $4,866-33.7% |
| Participant deferral / active EE | $5,817 | $4,229+37.5% | $3,652+59.3% | $5,352+8.7% |
| Admin fee / account holder | $724 | $6,502-88.9% | $5,300-86.3% | $9,541-92.4% |