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 | $47,649 | $107,368-55.6% | $92,915-48.7% | $152,909-68.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.06% | 145.64%-123.6pp | 109.45%-87.4pp | 345.46%-323.4pp |
| Employer contribution / active EE | $2,088 | $4,222-50.5% | $3,653-42.8% | $4,764-56.2% |
| Participant deferral / active EE | $4,550 | $4,848-6.1% | $4,238+7.4% | $5,851-22.2% |
| Admin fee / account holder | $2,030 | $7,082-71.3% | $5,796-65.0% | $11,601-82.5% |