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 | $51,899 | $112,933-54.0% | $90,970-42.9% | $158,982-67.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.54% | 215.82%-199.3pp | 134.60%-118.1pp | 302.99%-286.5pp |
| Employer contribution / active EE | $4,758 | $2,893+64.4% | $2,122+124.2% | $4,763-0.1% |
| Participant deferral / active EE | $5,585 | $4,128+35.3% | $3,373+65.6% | $5,983-6.7% |
| Admin fee / account holder | $1,893 | $8,047-76.5% | $5,961-68.3% | $11,252-83.2% |