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 | $62,539 | $107,368-41.8% | $92,915-32.7% | $152,909-59.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.95% | 145.64%-125.7pp | 109.45%-89.5pp | 345.46%-325.5pp |
| Employer contribution / active EE | $1,808 | $4,222-57.2% | $3,653-50.5% | $4,764-62.0% |
| Participant deferral / active EE | $2,993 | $4,848-38.3% | $4,238-29.4% | $5,851-48.8% |
| Admin fee / account holder | $17,002 | $7,082+140.1% | $5,796+193.4% | $11,601+46.6% |