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 | $52,773 | $98,760-46.6% | $149,715-64.8% | $79,858-33.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.84% | 27.43%-6.6pp | 276.66%-255.8pp | 31.72%-10.9pp |
| Employer contribution / active EE | $6,394 | $3,217+98.8% | $4,645+37.7% | $2,471+158.8% |
| Participant deferral / active EE | $8,071 | $5,681+42.1% | $6,842+18.0% | $3,740+115.8% |
| Admin fee / account holder | $6,939 | $6,053+14.6% | $9,310-25.5% | $5,306+30.8% |