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 | $64,040 | $112,915-43.3% | $90,965-29.6% | $158,950-59.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.44% | 215.75%-199.3pp | 134.57%-118.1pp | 302.91%-286.5pp |
| Employer contribution / active EE | $1,415 | $2,894-51.1% | $2,122-33.3% | $4,762-70.3% |
| Participant deferral / active EE | $7,488 | $4,128+81.4% | $3,373+122.0% | $5,983+25.2% |
| Admin fee / account holder | $2,404 | $8,044-70.1% | $5,960-59.7% | $11,248-78.6% |