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 | $39,283 | $98,776-60.2% | $149,745-73.8% | $79,856-50.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.28% | 27.38%-7.1pp | 276.72%-256.4pp | 31.71%-11.4pp |
| Employer contribution / active EE | $4,280 | $3,217+33.0% | $4,646-7.9% | $2,471+73.2% |
| Participant deferral / active EE | $6,967 | $5,681+22.6% | $6,843+1.8% | $3,741+86.3% |
| Admin fee / account holder | $3,325 | $6,053-45.1% | $9,312-64.3% | $5,306-37.3% |