Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,063 | $102,595-60.0% | $94,057-56.3% | $154,746-73.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.59% | 583.42%-569.8pp | 480.62%-467.0pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,928 | $3,147-7.0% | $2,933-0.2% | $4,379-33.1% |
| Participant deferral / active EE | $4,109 | $5,118-19.7% | $4,709-12.7% | $6,730-38.9% |
| Admin fee / account holder | $1,087 | $7,736-86.0% | $7,244-85.0% | $14,365-92.4% |