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 | $19,579 | $106,918-81.7% | $84,021-76.7% | $152,897-87.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 23.44% | 105.01%-81.6pp | 71.32%-47.9pp | 345.43%-322.0pp |
| Employer contribution / active EE | $1,705 | $2,735-37.7% | $1,984-14.1% | $4,764-64.2% |
| Participant deferral / active EE | $3,189 | $4,012-20.5% | $3,239-1.5% | $5,851-45.5% |
| Admin fee / account holder | $930 | $8,288-88.8% | $6,102-84.8% | $11,599-92.0% |