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 | $53,136 | $111,830-52.5% | $93,696-43.3% | $145,884-63.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.42% | 204.08%-187.7pp | 133.74%-117.3pp | 551.85%-535.4pp |
| Employer contribution / active EE | $2,178 | $3,093-29.6% | $2,422-10.1% | $4,662-53.3% |
| Participant deferral / active EE | $4,193 | $4,920-14.8% | $4,417-5.1% | $6,690-37.3% |
| Admin fee / account holder | $1,657 | $10,249-83.8% | $8,287-80.0% | $13,392-87.6% |