Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,849 | $85,171-73.2% | $172,753-86.8% | $72,976-68.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.28% | 27.32%-3.0pp | 803.00%-778.7pp | 81.02%-56.7pp |
| Employer contribution / active EE | $4,162 | $3,324+25.2% | $5,144-19.1% | $2,440+70.6% |
| Participant deferral / active EE | $2,250 | $3,260-31.0% | $5,198-56.7% | $3,608-37.6% |
| Admin fee / account holder | $961 | $5,880-83.7% | $13,956-93.1% | $5,124-81.2% |