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 | $31,063 | $102,385-69.7% | $147,080-78.9% | $80,935-61.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.34% | 135.09%-118.8pp | 420.17%-403.8pp | 35.66%-19.3pp |
| Employer contribution / active EE | $3,809 | $3,717+2.5% | $4,933-22.8% | $2,757+38.2% |
| Participant deferral / active EE | $6,351 | $6,651-4.5% | $8,066-21.3% | $4,299+47.7% |
| Admin fee / account holder | $450 | $7,951-94.3% | $12,989-96.5% | $6,924-93.5% |