Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,332 | $117,895-70.9% | $102,460-66.5% | $145,897-76.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.65% | 31.92%-23.3pp | 29.47%-20.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $8,893 | $3,619+145.7% | $3,025+194.0% | $4,663+90.7% |
| Participant deferral / active EE | $4,950 | $5,736-13.7% | $5,056-2.1% | $6,689-26.0% |
| Admin fee / account holder | $1,991 | $13,353-85.1% | $9,460-79.0% | $13,390-85.1% |