Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $50,415 | $232,540-78.3% | $185,117-72.8% | $147,586-65.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.93% | 43.03%-25.1pp | 40.50%-22.6pp | 578.59%-560.7pp |
| Employer contribution / active EE | $1,408 | $5,195-72.9% | $4,182-66.3% | $4,876-71.1% |
| Participant deferral / active EE | $24,459 | $5,834+319.3% | $5,045+384.8% | $5,439+349.7% |
| Admin fee / account holder | $2,655 | $10,275-74.2% | $8,159-67.5% | $10,886-75.6% |