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 | $59,666 | $108,912-45.2% | $100,383-40.6% | $145,959-59.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.07% | 57.96%-42.9pp | 49.26%-34.2pp | 561.95%-546.9pp |
| Employer contribution / active EE | $2,987 | $4,423-32.5% | $3,944-24.3% | $4,661-35.9% |
| Participant deferral / active EE | $8,467 | $8,451+0.2% | $8,086+4.7% | $6,689+26.6% |
| Admin fee / account holder | $55,285 | $9,690+470.5% | $7,900+599.8% | $13,398+312.6% |