Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $31,342 | $117,829-73.4% | $102,423-69.4% | $145,877-78.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.12% | 31.83%-19.7pp | 29.42%-17.3pp | 551.28%-539.2pp |
| Employer contribution / active EE | $7,450 | $3,615+106.1% | $3,023+146.4% | $4,663+59.8% |
| Participant deferral / active EE | $11,778 | $5,732+105.5% | $5,054+133.0% | $6,691+76.0% |
| Admin fee / account holder | $18,392 | $13,335+37.9% | $9,455+94.5% | $13,402+37.2% |