Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $58,713 | $124,330-52.8% | $109,173-46.2% | $167,536-65.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.66% | 26.04%-10.4pp | 25.75%-10.1pp | 478.82%-463.2pp |
| Employer contribution / active EE | $9,684 | $4,209+130.1% | $3,723+160.1% | $4,839+100.1% |
| Participant deferral / active EE | $7,295 | $5,256+38.8% | $4,654+56.7% | $6,342+15.0% |
| Admin fee / account holder | $997 | $7,974-87.5% | $6,755-85.2% | $12,315-91.9% |