Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $25,002 | $83,337-70.0% | $67,834-63.1% | $273,972-90.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 5.19% | 259.45%-254.3pp | 138.47%-133.3pp | 41.46%-36.3pp |
| Employer contribution / active EE | $4,167 | $3,287+26.8% | $2,403+73.4% | $4,869-14.4% |
| Participant deferral / active EE | $1,083 | $4,088-73.5% | $3,160-65.7% | $5,287-79.5% |
| Admin fee / account holder | $491 | $6,752-92.7% | $4,622-89.4% | $10,133-95.2% |