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 | $40,746 | $106,905-61.9% | $84,020-51.5% | $152,885-73.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 24.74% | 105.00%-80.3pp | 71.31%-46.6pp | 345.39%-320.6pp |
| Employer contribution / active EE | $5,700 | $2,735+108.5% | $1,984+187.4% | $4,763+19.7% |
| Participant deferral / active EE | $4,456 | $4,012+11.1% | $3,239+37.6% | $5,851-23.8% |
| Admin fee / account holder | $1,101 | $8,287-86.7% | $6,101-82.0% | $11,598-90.5% |