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 | $31,448 | $97,125-67.6% | $86,233-63.5% | $137,256-77.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.48% | 74.19%-58.7pp | 61.39%-45.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,330 | $2,841-18.0% | $2,504-7.0% | $4,156-43.9% |
| Participant deferral / active EE | $7,578 | $5,180+46.3% | $4,559+66.2% | $6,407+18.3% |
| Admin fee / account holder | $2,697 | $9,725-72.3% | $8,342-67.7% | $12,270-78.0% |