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 | $67,719 | $95,664-29.2% | $76,902-11.9% | $139,487-51.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.52% | 55.03%-39.5pp | 37.91%-22.4pp | 373.84%-358.3pp |
| Employer contribution / active EE | $8,409 | $3,147+167.2% | $2,534+231.9% | $4,755+76.9% |
| Participant deferral / active EE | $2,760 | $4,626-40.3% | $3,833-28.0% | $6,713-58.9% |
| Admin fee / account holder | $2,331 | $8,311-72.0% | $5,479-57.5% | $11,407-79.6% |