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 | $22,003 | $70,366-68.7% | $66,674-67.0% | $138,895-84.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.61% | 386.41%-372.8pp | 321.24%-307.6pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,063 | $2,765-61.6% | $2,620-59.4% | $4,194-74.7% |
| Participant deferral / active EE | $4,365 | $4,374-0.2% | $4,084+6.9% | $6,396-31.8% |
| Admin fee / account holder | $1,649 | $5,262-68.7% | $5,098-67.7% | $12,562-86.9% |