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 | $30,775 | $103,000-70.1% | $90,300-65.9% | $152,885-79.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.48% | 95.19%-73.7pp | 78.11%-56.6pp | 345.39%-323.9pp |
| Employer contribution / active EE | $2,253 | $3,138-28.2% | $2,854-21.0% | $4,763-52.7% |
| Participant deferral / active EE | $2,361 | $4,281-44.8% | $3,884-39.2% | $5,851-59.6% |
| Admin fee / account holder | $1,432 | $6,173-76.8% | $5,353-73.2% | $11,598-87.7% |