Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $64,601 | $111,785-42.2% | $93,669-31.0% | $145,877-55.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.13% | 203.79%-187.7pp | 133.59%-117.5pp | 551.28%-535.2pp |
| Employer contribution / active EE | $3,340 | $3,096+7.9% | $2,424+37.8% | $4,663-28.4% |
| Participant deferral / active EE | $19,162 | $4,919+289.6% | $4,416+333.9% | $6,691+186.4% |
| Admin fee / account holder | $1,904 | $10,256-81.4% | $8,291-77.0% | $13,402-85.8% |