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 | $55,597 | $103,000-46.0% | $90,300-38.4% | $152,885-63.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.22% | 95.19%-79.0pp | 78.11%-61.9pp | 345.39%-329.2pp |
| Employer contribution / active EE | $3,172 | $3,138+1.1% | $2,854+11.1% | $4,763-33.4% |
| Participant deferral / active EE | $3,513 | $4,281-17.9% | $3,884-9.6% | $5,851-40.0% |
| Admin fee / account holder | $2,236 | $6,173-63.8% | $5,353-58.2% | $11,598-80.7% |