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 | $35,030 | $96,419-63.7% | $80,648-56.6% | $139,487-74.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.25% | 1352.86%-1341.6pp | 937.21%-926.0pp | 373.84%-362.6pp |
| Employer contribution / active EE | $3,073 | $3,261-5.8% | $2,724+12.8% | $4,755-35.4% |
| Participant deferral / active EE | $8,497 | $5,225+62.6% | $4,443+91.2% | $6,713+26.6% |
| Admin fee / account holder | $4,532 | $6,605-31.4% | $5,382-15.8% | $11,407-60.3% |