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 | $24,968 | $78,672-68.3% | $109,163-77.1% | $85,856-70.9% |
| Participation rate | 80.0% | 68.3%+11.7pp | 75.9%+4.1pp | 69.3%+10.7pp |
| Annual return | 14.85% | 25.09%-10.2pp | 25.75%-10.9pp | 318.58%-303.7pp |
| Employer contribution / active EE | $3,900 | $2,734+42.7% | $3,723+4.8% | $2,565+52.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $403 | $5,470-92.6% | $6,754-94.0% | $6,261-93.6% |