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 | $36,311 | $68,412-46.9% | $94,679-61.6% | $75,181-51.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 17.75% | 616.91%-599.2pp | 156.75%-139.0pp | 160.69%-142.9pp |
| Employer contribution / active EE | $4,616 | $2,701+70.9% | $3,673+25.7% | $2,671+72.8% |
| Participant deferral / active EE | $9,255 | $6,537+41.6% | $7,417+24.8% | $4,126+124.3% |
| Admin fee / account holder | $6,297 | $5,326+18.2% | $7,233-12.9% | $5,650+11.5% |