Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,917 | $116,190-63.9% | $93,614-55.2% | $152,885-72.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 17.80% | 35.96%-18.2pp | 32.76%-15.0pp | 345.39%-327.6pp |
| Employer contribution / active EE | $1,084 | $3,219-66.3% | $2,718-60.1% | $4,763-77.2% |
| Participant deferral / active EE | $1,884 | $4,604-59.1% | $4,069-53.7% | $5,851-67.8% |
| Admin fee / account holder | $848 | $10,749-92.1% | $7,889-89.3% | $11,598-92.7% |