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 | $24,099 | $95,601-74.8% | $77,183-68.8% | $139,456-82.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.02% | 54.96%-38.9pp | 37.89%-21.9pp | 373.45%-357.4pp |
| Employer contribution / active EE | $2,177 | $3,145-30.8% | $2,534-14.1% | $4,753-54.2% |
| Participant deferral / active EE | $6,115 | $4,623+32.3% | $3,833+59.6% | $6,711-8.9% |
| Admin fee / account holder | $628 | $8,302-92.4% | $5,475-88.5% | $11,407-94.5% |