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 | $40,390 | $129,737-68.9% | $119,126-66.1% | $154,746-73.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.48% | 379.08%-367.6pp | 282.11%-270.6pp | 172.34%-160.9pp |
| Employer contribution / active EE | $6,303 | $4,375+44.1% | $4,034+56.3% | $4,379+43.9% |
| Participant deferral / active EE | $6,356 | $5,842+8.8% | $5,318+19.5% | $6,730-5.6% |
| Admin fee / account holder | $9,386 | $11,961-21.5% | $10,693-12.2% | $14,365-34.7% |