Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $35,224 | $97,125-63.7% | $86,233-59.2% | $137,256-74.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.34% | 74.19%-60.8pp | 61.39%-48.0pp | 220.34%-207.0pp |
| Employer contribution / active EE | $928 | $2,841-67.4% | $2,504-63.0% | $4,156-77.7% |
| Participant deferral / active EE | $7,785 | $5,180+50.3% | $4,559+70.8% | $6,407+21.5% |
| Admin fee / account holder | $31,272 | $9,725+221.6% | $8,342+274.9% | $12,270+154.9% |