Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $51,998 | $111,535-53.4% | $105,223-50.6% | $137,256-62.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.78% | 237.85%-224.1pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,131 | $3,939-71.3% | $3,689-69.3% | $4,156-72.8% |
| Participant deferral / active EE | $2,020 | $5,500-63.3% | $5,072-60.2% | $6,407-68.5% |
| Admin fee / account holder | $368 | $9,721-96.2% | $8,859-95.8% | $12,270-97.0% |