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 | $58,514 | $48,011+21.9% | $63,803-8.3% | $82,637-29.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 19.06% | 19.84%-0.8pp | 543.72%-524.7pp | 53.51%-34.4pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,103 | $2,846+44.2% | $3,843+6.8% | $4,126-0.6% |
| Admin fee / account holder | $3,812 | $3,873-1.6% | $5,196-26.6% | $7,339-48.1% |