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 | $61,623 | $154,193-60.0% | $130,045-52.6% | $139,466-55.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.67% | 32.51%-22.8pp | -137.30%+147.0pp | 373.66%-364.0pp |
| Employer contribution / active EE | $41,600 | $5,292+686.1% | $4,321+862.7% | $4,754+775.1% |
| Participant deferral / active EE | $22,500 | $6,709+235.4% | $5,820+286.6% | $6,712+235.2% |
| Admin fee / account holder | $503 | $13,989-96.4% | $10,600-95.3% | $11,409-95.6% |