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 | $29,886 | $64,311-53.5% | $57,356-47.9% | $125,389-76.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 93.67% | 25.14%+68.5pp | 24.41%+69.3pp | 282.24%-188.6pp |
| Employer contribution / active EE | $1,187 | $3,193-62.8% | $2,689-55.9% | $4,866-75.6% |
| Participant deferral / active EE | $1,427 | $3,846-62.9% | $3,162-54.9% | $5,352-73.3% |
| Admin fee / account holder | $28,421 | $5,243+442.1% | $3,357+746.6% | $9,541+197.9% |