Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,160 | $105,160-74.2% | $94,679-71.3% | $139,456-80.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.31% | 38.04%-21.7pp | 156.75%-140.4pp | 373.45%-357.1pp |
| Employer contribution / active EE | $4,542 | $4,107+10.6% | $3,673+23.7% | $4,753-4.4% |
| Participant deferral / active EE | $8,631 | $7,599+13.6% | $7,417+16.4% | $6,711+28.6% |
| Admin fee / account holder | $9,836 | $8,988+9.4% | $7,233+36.0% | $11,407-13.8% |