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 | $53,812 | $110,278-51.2% | $95,740-43.8% | $139,466-61.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.71% | 27.19%-11.5pp | 28.41%-12.7pp | 373.66%-358.0pp |
| Employer contribution / active EE | $24,085 | $3,260+638.7% | $2,836+749.2% | $4,754+406.6% |
| Participant deferral / active EE | $12,417 | $4,674+165.6% | $4,244+192.6% | $6,712+85.0% |
| Admin fee / account holder | $532 | $6,613-92.0% | $5,676-90.6% | $11,409-95.3% |