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 | $40,265 | $99,652-59.6% | $78,778-48.9% | $147,585-72.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.84% | 47.28%-29.4pp | 35.62%-17.8pp | 578.58%-560.7pp |
| Employer contribution / active EE | $3,841 | $2,796+37.4% | $1,986+93.4% | $4,876-21.2% |
| Participant deferral / active EE | $3,706 | $3,664+1.1% | $2,958+25.3% | $5,439-31.9% |
| Admin fee / account holder | $1,732 | $7,155-75.8% | $5,134-66.3% | $10,886-84.1% |