Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $32,410 | $100,147-67.6% | $81,286-60.1% | $145,877-77.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.94% | 34.44%-15.5pp | 24.80%-5.9pp | 551.28%-532.3pp |
| Employer contribution / active EE | $13,027 | $2,977+337.6% | $2,463+429.0% | $4,663+179.4% |
| Participant deferral / active EE | $7,226 | $4,607+56.8% | $3,883+86.1% | $6,691+8.0% |
| Admin fee / account holder | $563 | $8,201-93.1% | $5,764-90.2% | $13,402-95.8% |