Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,615 | $227,597-88.7% | $189,575-86.5% | $167,536-84.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.56% | 78.44%-68.9pp | 64.19%-54.6pp | 478.82%-469.3pp |
| Employer contribution / active EE | $2,600 | $5,316-51.1% | $4,412-41.1% | $4,839-46.3% |
| Participant deferral / active EE | $4,897 | $7,002-30.1% | $6,174-20.7% | $6,342-22.8% |
| Admin fee / account holder | $19,113 | $11,877+60.9% | $9,806+94.9% | $12,315+55.2% |