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 | $42,254 | $96,965-56.4% | $97,995-56.9% | $147,585-71.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 14.83% | 24.11%-9.3pp | 23.94%-9.1pp | 578.58%-563.8pp |
| Employer contribution / active EE | $9,259 | $4,536+104.1% | $4,158+122.7% | $4,876+89.9% |
| Participant deferral / active EE | $15,971 | $5,081+214.3% | $5,097+213.4% | $5,439+193.7% |
| Admin fee / account holder | $40,617 | $8,120+400.2% | $5,943+583.4% | $10,886+273.1% |