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 | $36,542 | $72,071-49.3% | $68,368-46.6% | $137,256-73.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.12% | 353.14%-332.0pp | 292.57%-271.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $4,029 | $2,788+44.5% | $2,649+52.1% | $4,156-3.1% |
| Participant deferral / active EE | $17,025 | $4,410+286.0% | $4,123+312.9% | $6,407+165.7% |
| Admin fee / account holder | $10,229 | $5,336+91.7% | $5,150+98.6% | $12,270-16.6% |