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 | $34,980 | $99,995-65.0% | $85,063-58.9% | $145,978-76.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.44% | 83.99%-68.6pp | 66.54%-51.1pp | 550.52%-535.1pp |
| Employer contribution / active EE | $1,561 | $3,231-51.7% | $2,727-42.7% | $4,662-66.5% |
| Participant deferral / active EE | $4,001 | $5,295-24.4% | $4,523-11.5% | $6,690-40.2% |
| Admin fee / account holder | $7,190 | $7,255-0.9% | $6,155+16.8% | $13,400-46.3% |