Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $29,937 | $80,812-63.0% | $160,784-81.4% | $82,448-63.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 18.80% | 100.59%-81.8pp | 1803.92%-1785.1pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,178 | $2,174+0.2% | $3,733-41.7% | $2,551-14.6% |
| Participant deferral / active EE | $4,836 | $4,335+11.5% | $6,293-23.2% | $4,139+16.8% |
| Admin fee / account holder | $441 | $7,695-94.3% | $9,717-95.5% | $7,234-93.9% |