Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $39,903 | $55,437-28.0% | $155,534-74.3% | $74,459-46.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 24.15% | 269.58%-245.4pp | 64.92%-40.8pp | 1369.70%-1345.5pp |
| Employer contribution / active EE | $4,599 | $2,266+103.0% | $4,675-1.6% | $2,626+75.2% |
| Participant deferral / active EE | $4,377 | $2,837+54.3% | $5,630-22.3% | $4,350+0.6% |
| Admin fee / account holder | $1,548 | $1,742-11.1% | $15,900-90.3% | $1,945-20.4% |