Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $52,973 | $117,895-55.1% | $102,460-48.3% | $145,897-63.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.93% | 31.92%-21.0pp | 29.47%-18.5pp | 552.29%-541.4pp |
| Employer contribution / active EE | $6,649 | $3,619+83.7% | $3,025+119.8% | $4,663+42.6% |
| Participant deferral / active EE | $11,244 | $5,736+96.0% | $5,056+122.4% | $6,689+68.1% |
| Admin fee / account holder | $799 | $13,353-94.0% | $9,460-91.6% | $13,390-94.0% |