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 | $27,027 | $61,787-56.3% | $97,197-72.2% | $80,925-66.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 19.07% | -558.16%+577.2pp | 75.47%-56.4pp | 35.65%-16.6pp |
| Employer contribution / active EE | $4,146 | $1,836+125.8% | $2,723+52.3% | $2,756+50.4% |
| Participant deferral / active EE | $2,152 | $3,027-28.9% | $4,263-49.5% | $4,299-49.9% |
| Admin fee / account holder | $584 | $5,170-88.7% | $5,637-89.6% | $6,940-91.6% |