Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,855 | $154,159-72.8% | $130,026-67.8% | $139,456-70.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.82% | 32.50%-18.7pp | -137.26%+151.1pp | 373.45%-359.6pp |
| Employer contribution / active EE | $4,000 | $5,292-24.4% | $4,321-7.4% | $4,753-15.8% |
| Participant deferral / active EE | $4,869 | $6,710-27.4% | $5,821-16.4% | $6,711-27.5% |
| Admin fee / account holder | $2,784 | $14,001-80.1% | $10,608-73.8% | $11,407-75.6% |