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 | $29,409 | $22,602+30.1% | $65,566-55.1% | $75,173-60.9% |
| Participation rate | 100.0% | 63.1%+36.9pp | 64.9%+35.1pp | 67.2%+32.8pp |
| Annual return | 18.93% | 71.13%-52.2pp | 47.40%-28.5pp | 160.72%-141.8pp |
| Employer contribution / active EE | $6,325 | $941+572.2% | $1,692+273.9% | $2,671+136.8% |
| Participant deferral / active EE | $0 | $1,695-100.0% | $2,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $693 | $1,877-63.1% | $4,114-83.1% | $5,651-87.7% |