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 | $47,120 | $77,817-39.4% | $123,553-61.9% | $64,173-26.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.88% | 12.49%-17.4pp | 119.21%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $8,467 | $3,014+180.9% | $4,628+82.9% | $2,381+255.6% |
| Participant deferral / active EE | $11,649 | $5,240+122.3% | $6,426+81.3% | $3,470+235.7% |
| Admin fee / account holder | $39,462 | $5,519+615.0% | $9,284+325.0% | $4,887+707.4% |