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 | $63,118 | $154,746-59.2% | $46,062+37.0% | $154,746-59.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 74.2%+25.8pp | 80.7%+19.3pp |
| Annual return | 16.70% | 172.34%-155.6pp | 19.30%-2.6pp | 172.34%-155.6pp |
| Employer contribution / active EE | $3,444 | $4,379-21.4% | $1,749+96.9% | $4,379-21.4% |
| Participant deferral / active EE | $8,522 | $6,730+26.6% | $4,406+93.4% | $6,730+26.6% |
| Admin fee / account holder | $493 | $14,365-96.6% | $2,853-82.7% | $14,365-96.6% |