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 | $32,878 | $115,810-71.6% | $101,271-67.5% | $158,966-79.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.76% | 56.15%-31.4pp | 46.48%-21.7pp | 302.95%-278.2pp |
| Employer contribution / active EE | $15,286 | $4,175+266.1% | $3,660+317.6% | $4,762+221.0% |
| Participant deferral / active EE | $3,059 | $4,958-38.3% | $4,371-30.0% | $5,983-48.9% |
| Admin fee / account holder | $5,020 | $7,248-30.7% | $5,948-15.6% | $11,250-55.4% |