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 | $35,861 | $104,937-65.8% | $84,628-57.6% | $152,897-76.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.51% | 373.88%-351.4pp | 258.80%-236.3pp | 345.43%-322.9pp |
| Employer contribution / active EE | $3,969 | $3,303+20.2% | $2,653+49.6% | $4,764-16.7% |
| Participant deferral / active EE | $11,674 | $4,690+148.9% | $3,900+199.3% | $5,851+99.5% |
| Admin fee / account holder | $8,656 | $6,243+38.6% | $4,914+76.2% | $11,599-25.4% |