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 | $51,006 | $101,618-49.8% | $93,063-45.2% | $137,256-62.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 11.19% | 223.95%-212.8pp | 34.15%-23.0pp | 220.34%-209.2pp |
| Employer contribution / active EE | $3,984 | $2,707+47.2% | $2,476+60.9% | $4,156-4.1% |
| Participant deferral / active EE | $7,994 | $4,279+86.8% | $3,958+102.0% | $6,407+24.8% |
| Admin fee / account holder | $54,878 | $6,198+785.3% | $6,033+809.6% | $12,270+347.2% |