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 | $47,592 | $108,942-56.3% | $100,415-52.6% | $145,897-67.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.43% | 58.27%-46.8pp | 49.47%-38.0pp | 552.29%-540.9pp |
| Employer contribution / active EE | $454 | $4,422-89.7% | $3,943-88.5% | $4,663-90.3% |
| Participant deferral / active EE | $2,773 | $8,461-67.2% | $8,091-65.7% | $6,689-58.5% |
| Admin fee / account holder | $532 | $9,702-94.5% | $7,906-93.3% | $13,390-96.0% |