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 | $58,148 | $100,203-42.0% | $85,240-31.8% | $145,897-60.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 22.01% | 84.28%-62.3pp | 66.75%-44.7pp | 552.29%-530.3pp |
| Employer contribution / active EE | $2,399 | $3,242-26.0% | $2,735-12.3% | $4,663-48.5% |
| Participant deferral / active EE | $3,448 | $5,299-34.9% | $4,527-23.8% | $6,689-48.4% |
| Admin fee / account holder | $3,918 | $7,265-46.1% | $6,165-36.4% | $13,390-70.7% |