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 | $19,099 | $115,810-83.5% | $101,271-81.1% | $158,966-88.0% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 23.19% | 56.15%-33.0pp | 46.48%-23.3pp | 302.95%-279.8pp |
| Employer contribution / active EE | $17,214 | $4,175+312.3% | $3,660+370.3% | $4,762+261.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,612 | $7,248-77.8% | $5,948-72.9% | $11,250-85.7% |