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 | $45,978 | $154,193-70.2% | $130,045-64.6% | $139,466-67.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.50% | 32.51%-18.0pp | -137.30%+151.8pp | 373.66%-359.2pp |
| Employer contribution / active EE | $2,865 | $5,292-45.9% | $4,321-33.7% | $4,754-39.7% |
| Participant deferral / active EE | $3,034 | $6,709-54.8% | $5,820-47.9% | $6,712-54.8% |
| Admin fee / account holder | $1,918 | $13,989-86.3% | $10,600-81.9% | $11,409-83.2% |