Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $63,955 | $154,193-58.5% | $130,045-50.8% | $139,466-54.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.82% | 32.51%-15.7pp | -137.30%+154.1pp | 373.66%-356.8pp |
| Employer contribution / active EE | $2,670 | $5,292-49.5% | $4,321-38.2% | $4,754-43.8% |
| Participant deferral / active EE | $10,898 | $6,709+62.5% | $5,820+87.3% | $6,712+62.4% |
| Admin fee / account holder | $1,098 | $13,989-92.1% | $10,600-89.6% | $11,409-90.4% |