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 | $50,615 | $82,028-38.3% | $123,105-58.9% | $59,633-15.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 37.17% | 5.12%+32.1pp | 13.22%+24.0pp | 2041.45%-2004.3pp |
| Employer contribution / active EE | $4,103 | $3,297+24.4% | $5,151-20.4% | $2,203+86.3% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,365 | $5,879-59.8% | $9,014-73.8% | $4,297-44.9% |