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 | $56,406 | $125,184-54.9% | $105,607-46.6% | $145,884-61.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.00% | 225.00%-212.0pp | 116.11%-103.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $2,314 | $3,720-37.8% | $3,167-26.9% | $4,662-50.4% |
| Participant deferral / active EE | $1,618 | $5,714-71.7% | $5,011-67.7% | $6,690-75.8% |
| Admin fee / account holder | $1,877 | $17,133-89.0% | $10,958-82.9% | $13,392-86.0% |