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 | $45,452 | $91,198-50.2% | $178,503-74.5% | $79,856-43.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.51% | 24.20%-11.7pp | 151.12%-138.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $5,555 | $3,257+70.6% | $5,011+10.9% | $2,471+124.8% |
| Participant deferral / active EE | $2,201 | $3,237-32.0% | $5,202-57.7% | $3,741-41.2% |
| Admin fee / account holder | $1,194 | $6,748-82.3% | $13,987-91.5% | $5,306-77.5% |