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 | $51,548 | $102,385-49.7% | $147,080-65.0% | $80,935-36.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.78% | 135.09%-120.3pp | 420.17%-405.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $8,496 | $3,717+128.6% | $4,933+72.2% | $2,757+208.2% |
| Participant deferral / active EE | $10,138 | $6,651+52.4% | $8,066+25.7% | $4,299+135.8% |
| Admin fee / account holder | $5,608 | $7,951-29.5% | $12,989-56.8% | $6,924-19.0% |