Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $49,976 | $112,131-55.4% | $95,964-47.9% | $158,982-68.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.33% | 171.19%-162.9pp | 91.64%-83.3pp | 302.99%-294.7pp |
| Employer contribution / active EE | $4,898 | $3,199+53.1% | $2,541+92.7% | $4,763+2.8% |
| Participant deferral / active EE | $4,789 | $4,784+0.1% | $4,167+14.9% | $5,983-20.0% |
| Admin fee / account holder | $2,566 | $10,136-74.7% | $6,797-62.2% | $11,252-77.2% |