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 | $24,989 | $232,540-89.3% | $185,117-86.5% | $147,586-83.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.97% | 43.03%-32.1pp | 40.50%-29.5pp | 578.59%-567.6pp |
| Employer contribution / active EE | $1,359 | $5,195-73.8% | $4,182-67.5% | $4,876-72.1% |
| Participant deferral / active EE | $1,076 | $5,834-81.6% | $5,045-78.7% | $5,439-80.2% |
| Admin fee / account holder | $49,915 | $10,275+385.8% | $8,159+511.8% | $10,886+358.5% |