Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,823 | $126,113-91.4% | $116,096-90.7% | $155,188-93.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 14.01% | 391.72%-377.7pp | 326.25%-312.2pp | 148.84%-134.8pp |
| Employer contribution / active EE | $2,865 | $2,672+7.2% | $2,503+14.4% | $4,248-32.5% |
| Participant deferral / active EE | $5,557 | $4,162+33.5% | $3,952+40.6% | $6,531-14.9% |
| Admin fee / account holder | $21,713 | $8,045+169.9% | $7,704+181.8% | $14,480+50.0% |