Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,096 | $72,071-80.4% | $68,368-79.4% | $137,256-89.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.42% | 353.14%-333.7pp | 292.57%-273.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,048 | $2,788-26.5% | $2,649-22.7% | $4,156-50.7% |
| Participant deferral / active EE | $2,631 | $4,410-40.4% | $4,123-36.2% | $6,407-58.9% |
| Admin fee / account holder | $810 | $5,336-84.8% | $5,150-84.3% | $12,270-93.4% |