Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $28,645 | $106,918-73.2% | $84,021-65.9% | $152,897-81.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 28.94% | 105.01%-76.1pp | 71.32%-42.4pp | 345.43%-316.5pp |
| Employer contribution / active EE | $1,902 | $2,735-30.5% | $1,984-4.1% | $4,764-60.1% |
| Participant deferral / active EE | $6,844 | $4,012+70.6% | $3,239+111.3% | $5,851+17.0% |
| Admin fee / account holder | $3,235 | $8,288-61.0% | $6,102-47.0% | $11,599-72.1% |