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 | $37,266 | $118,875-68.7% | $96,572-61.4% | $167,553-77.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.09% | 50.50%-40.4pp | 37.79%-27.7pp | 478.89%-468.8pp |
| Employer contribution / active EE | $5,755 | $3,121+84.4% | $2,357+144.1% | $4,840+18.9% |
| Participant deferral / active EE | $4,517 | $4,617-2.2% | $3,850+17.3% | $6,343-28.8% |
| Admin fee / account holder | $7,577 | $8,070-6.1% | $6,183+22.5% | $12,316-38.5% |