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 | $66,839 | $165,939-59.7% | $122,354-45.4% | $147,586-54.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.05% | 34.56%-16.5pp | 30.28%-12.2pp | 578.59%-560.5pp |
| Employer contribution / active EE | $4,200 | $5,754-27.0% | $4,051+3.7% | $4,876-13.9% |
| Participant deferral / active EE | $13,430 | $4,005+235.3% | $3,287+308.6% | $5,439+146.9% |
| Admin fee / account holder | $1,100 | $7,425-85.2% | $5,479-79.9% | $10,886-89.9% |