Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,872 | $150,207-86.8% | $120,380-83.5% | $145,978-86.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.67% | 154.28%-140.6pp | 107.28%-93.6pp | 550.52%-536.8pp |
| Employer contribution / active EE | $4,202 | $4,351-3.4% | $3,465+21.3% | $4,662-9.9% |
| Participant deferral / active EE | $10,473 | $6,175+69.6% | $4,992+109.8% | $6,690+56.6% |
| Admin fee / account holder | $4,394 | $12,203-64.0% | $9,421-53.4% | $13,400-67.2% |