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 | $43,121 | $103,038-58.1% | $90,324-52.3% | $152,909-71.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.46% | 95.25%-75.8pp | 78.15%-58.7pp | 345.46%-326.0pp |
| Employer contribution / active EE | $5,427 | $3,141+72.8% | $2,856+90.0% | $4,764+13.9% |
| Participant deferral / active EE | $4,242 | $4,282-0.9% | $3,885+9.2% | $5,851-27.5% |
| Admin fee / account holder | $372 | $6,177-94.0% | $5,356-93.1% | $11,601-96.8% |