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 | $52,044 | $81,696-36.3% | $70,494-26.2% | $158,982-67.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 19.54% | 208.70%-189.2pp | 109.16%-89.6pp | 302.99%-283.5pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,229 | $4,558+14.7% | $3,711+40.9% | $5,983-12.6% |
| Admin fee / account holder | $2,628 | $6,200-57.6% | $3,848-31.7% | $11,252-76.6% |