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 | $50,688 | $45,152+12.3% | $73,845-31.4% | $59,632-15.0% |
| Participation rate | 88.1% | 64.0%+24.1pp | 73.4%+14.7pp | 68.7%+19.4pp |
| Annual return | -2.03% | 27.40%-29.4pp | 2267.91%-2269.9pp | 2041.32%-2043.3pp |
| Employer contribution / active EE | $14,259 | $1,902+649.8% | $2,788+411.5% | $2,203+547.3% |
| Participant deferral / active EE | $4,780 | $2,574+85.7% | $3,583+33.4% | $3,192+49.8% |
| Admin fee / account holder | $6,988 | $3,516+98.7% | $4,881+43.2% | $4,297+62.6% |