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 | $50,440 | $152,591-66.9% | $117,529-57.1% | $134,545-62.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 3.14% | 53.04%-49.9pp | 29.77%-26.6pp | 418.37%-415.2pp |
| Employer contribution / active EE | $1,157 | $5,576-79.3% | $4,179-72.3% | $4,742-75.6% |
| Participant deferral / active EE | $4,013 | $4,821-16.8% | $4,072-1.5% | $6,401-37.3% |
| Admin fee / account holder | $1,223 | $7,004-82.5% | $5,645-78.3% | $11,431-89.3% |