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 | $47,545 | $72,071-34.0% | $68,368-30.5% | $137,256-65.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.32% | 353.14%-333.8pp | 292.57%-273.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,986 | $2,788+43.0% | $2,649+50.5% | $4,156-4.1% |
| Participant deferral / active EE | $13,791 | $4,410+212.7% | $4,123+234.5% | $6,407+115.3% |
| Admin fee / account holder | $3,030 | $5,336-43.2% | $5,150-41.2% | $12,270-75.3% |