Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $61,361 | $86,701-29.2% | $73,309-16.3% | $125,388-51.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 48.79% | 2.78%+46.0pp | 5.67%+43.1pp | 282.24%-233.5pp |
| Employer contribution / active EE | $3,866 | $4,152-6.9% | $3,237+19.4% | $4,866-20.6% |
| Participant deferral / active EE | $4,546 | $5,549-18.1% | $4,991-8.9% | $5,352-15.1% |
| Admin fee / account holder | $28,785 | $7,768+270.5% | $5,635+410.8% | $9,541+201.7% |