Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $27,172 | $111,830-75.7% | $93,696-71.0% | $145,884-81.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.34% | 204.08%-191.7pp | 133.74%-121.4pp | 551.85%-539.5pp |
| Employer contribution / active EE | $4,208 | $3,093+36.1% | $2,422+73.8% | $4,662-9.7% |
| Participant deferral / active EE | $1,683 | $4,920-65.8% | $4,417-61.9% | $6,690-74.8% |
| Admin fee / account holder | $374 | $10,249-96.4% | $8,287-95.5% | $13,392-97.2% |