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 | $59,793 | $166,242-64.0% | $165,071-63.8% | $145,884-59.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.67% | 100.44%-87.8pp | 70.17%-57.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,364 | $5,283-55.2% | $4,347-45.6% | $4,662-49.3% |
| Participant deferral / active EE | $7,504 | $6,964+7.7% | $6,035+24.3% | $6,690+12.2% |
| Admin fee / account holder | $844 | $16,658-94.9% | $12,695-93.3% | $13,392-93.7% |