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 | $54,905 | $90,617-39.4% | $79,476-30.9% | $135,382-59.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 10.46% | 977.57%-967.1pp | 718.21%-707.8pp | 519.77%-509.3pp |
| Employer contribution / active EE | $3,281 | $3,068+6.9% | $2,800+17.1% | $4,779-31.4% |
| Participant deferral / active EE | $5,909 | $4,050+45.9% | $3,704+59.5% | $5,609+5.4% |
| Admin fee / account holder | $13,040 | $5,907+120.7% | $5,113+155.0% | $10,829+20.4% |