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 | $22,706 | $101,618-77.7% | $93,063-75.6% | $137,256-83.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.91% | 223.95%-205.0pp | 34.15%-15.2pp | 220.34%-201.4pp |
| Employer contribution / active EE | $6,641 | $2,707+145.3% | $2,476+168.2% | $4,156+59.8% |
| Participant deferral / active EE | $7,672 | $4,279+79.3% | $3,958+93.8% | $6,407+19.7% |
| Admin fee / account holder | $6,583 | $6,198+6.2% | $6,033+9.1% | $12,270-46.3% |