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 | $36,631 | $103,008-64.4% | $90,304-59.4% | $152,897-76.0% |
| Participation rate | 84.6% | 75.9%+8.7pp | 73.3%+11.3pp | 82.5%+2.2pp |
| Annual return | 11.43% | 95.22%-83.8pp | 78.13%-66.7pp | 345.43%-334.0pp |
| Employer contribution / active EE | $3,184 | $3,139+1.4% | $2,855+11.5% | $4,764-33.2% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $328 | $6,175-94.7% | $5,354-93.9% | $11,599-97.2% |