Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,307 | $175,259-87.3% | $149,723-85.1% | $139,487-84.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.32% | 166.82%-155.5pp | 134.50%-123.2pp | 373.84%-362.5pp |
| Employer contribution / active EE | $1,900 | $5,478-65.3% | $4,821-60.6% | $4,755-60.0% |
| Participant deferral / active EE | $2,600 | $6,522-60.1% | $5,682-54.2% | $6,713-61.3% |
| Admin fee / account holder | $9,726 | $16,158-39.8% | $13,215-26.4% | $11,407-14.7% |