Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,167 | $95,415-76.8% | $185,851-88.1% | $85,851-74.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.65% | 23.59%-11.9pp | 122.11%-110.5pp | 318.63%-307.0pp |
| Employer contribution / active EE | $3,976 | $3,314+20.0% | $5,168-23.1% | $2,565+55.0% |
| Participant deferral / active EE | $2,980 | $3,424-12.9% | $5,569-46.5% | $3,952-24.6% |
| Admin fee / account holder | $5,056 | $7,215-29.9% | $16,245-68.9% | $6,261-19.2% |