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 | $41,804 | $77,449-46.0% | $69,483-39.8% | $152,909-72.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 13.38% | 39.09%-25.7pp | 28.99%-15.6pp | 345.46%-332.1pp |
| Employer contribution / active EE | $6,268 | $3,316+89.0% | $2,780+125.5% | $4,764+31.6% |
| Participant deferral / active EE | $13,955 | $4,415+216.1% | $3,537+294.6% | $5,851+138.5% |
| Admin fee / account holder | $417 | $6,210-93.3% | $3,841-89.2% | $11,601-96.4% |