Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $31,061 | $124,346-75.0% | $111,306-72.1% | $167,553-81.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.30% | 37.46%-25.2pp | 54.67%-42.4pp | 478.89%-466.6pp |
| Employer contribution / active EE | $1,455 | $3,438-57.7% | $2,732-46.7% | $4,840-69.9% |
| Participant deferral / active EE | $5,346 | $5,182+3.2% | $4,488+19.1% | $6,343-15.7% |
| Admin fee / account holder | $12,366 | $10,623+16.4% | $7,966+55.2% | $12,316+0.4% |