Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,629 | $111,830-78.0% | $93,696-73.7% | $145,884-83.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.65% | 204.08%-191.4pp | 133.74%-121.1pp | 551.85%-539.2pp |
| Employer contribution / active EE | $3,193 | $3,093+3.2% | $2,422+31.8% | $4,662-31.5% |
| Participant deferral / active EE | $5,440 | $4,920+10.6% | $4,417+23.2% | $6,690-18.7% |
| Admin fee / account holder | $4,143 | $10,249-59.6% | $8,287-50.0% | $13,392-69.1% |