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 | $64,618 | $98,240-34.2% | $82,312-21.5% | $147,586-56.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.96% | 30.85%-13.9pp | 25.88%-8.9pp | 578.59%-561.6pp |
| Employer contribution / active EE | $5,614 | $3,192+75.9% | $2,428+131.2% | $4,876+15.1% |
| Participant deferral / active EE | $8,158 | $4,383+86.1% | $3,706+120.1% | $5,439+50.0% |
| Admin fee / account holder | $3,343 | $8,563-61.0% | $5,608-40.4% | $10,886-69.3% |