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 | $29,541 | $102,595-71.2% | $94,057-68.6% | $154,746-80.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 18.05% | 583.42%-565.4pp | 480.62%-462.6pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,493 | $3,147-20.8% | $2,933-15.0% | $4,379-43.1% |
| Participant deferral / active EE | $5,818 | $5,118+13.7% | $4,709+23.5% | $6,730-13.6% |
| Admin fee / account holder | $862 | $7,736-88.9% | $7,244-88.1% | $14,365-94.0% |