Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,889 | $69,274-72.7% | $64,097-70.5% | $139,487-86.5% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 28.53% | 46.00%-17.5pp | 33.75%-5.2pp | 373.84%-345.3pp |
| Employer contribution / active EE | $6,371 | $3,187+99.9% | $2,750+131.7% | $4,755+34.0% |
| Participant deferral / active EE | $2,916 | $4,685-37.8% | $3,881-24.9% | $6,713-56.6% |
| Admin fee / account holder | $1,744 | $4,247-58.9% | $3,070-43.2% | $11,407-84.7% |