Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $38,253 | $95,415-59.9% | $185,851-79.4% | $85,851-55.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 19.95% | 23.59%-3.6pp | 122.11%-102.2pp | 318.63%-298.7pp |
| Employer contribution / active EE | $1,916 | $3,314-42.2% | $5,168-62.9% | $2,565-25.3% |
| Participant deferral / active EE | $3,152 | $3,424-7.9% | $5,569-43.4% | $3,952-20.2% |
| Admin fee / account holder | $1,816 | $7,215-74.8% | $16,245-88.8% | $6,261-71.0% |