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 | $25,144 | $71,197-64.7% | $93,669-73.2% | $80,925-68.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 30.27% | 11.27%+19.0pp | 133.59%-103.3pp | 35.65%-5.4pp |
| Employer contribution / active EE | $4,340 | $1,565+177.4% | $2,424+79.1% | $2,756+57.5% |
| Participant deferral / active EE | $8,826 | $4,036+118.7% | $4,416+99.9% | $4,299+105.3% |
| Admin fee / account holder | $2,140 | $6,959-69.2% | $8,291-74.2% | $6,940-69.2% |