Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,840 | $95,664-92.9% | $76,902-91.1% | $139,487-95.1% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 23.72% | 55.03%-31.3pp | 37.91%-14.2pp | 373.84%-350.1pp |
| Employer contribution / active EE | $2,699 | $3,147-14.2% | $2,534+6.5% | $4,755-43.2% |
| Participant deferral / active EE | $4,087 | $4,626-11.7% | $3,833+6.6% | $6,713-39.1% |
| Admin fee / account holder | $1,504 | $8,311-81.9% | $5,479-72.6% | $11,407-86.8% |