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 | $27,724 | $77,638-64.3% | $156,551-82.3% | $62,881-55.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.27% | 50.33%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,652 | $3,444-23.0% | $5,501-51.8% | $2,281+16.3% |
| Participant deferral / active EE | $2,083 | $3,046-31.6% | $4,871-57.2% | $3,203-35.0% |
| Admin fee / account holder | $1,649 | $5,561-70.3% | $13,028-87.3% | $4,296-61.6% |