Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $37,593 | $67,823-44.6% | $52,425-28.3% | $137,256-72.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 15.27% | 219.11%-203.8pp | 302.12%-286.8pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,144 | $1,163+84.4% | $914+134.6% | $4,156-48.4% |
| Participant deferral / active EE | $3,970 | $2,288+73.5% | $1,790+121.7% | $6,407-38.0% |
| Admin fee / account holder | $301 | $2,844-89.4% | $2,495-88.0% | $12,270-97.6% |