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 | $47,970 | $104,924-54.3% | $84,623-43.3% | $152,885-68.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 21.66% | 373.82%-352.2pp | 258.77%-237.1pp | 345.39%-323.7pp |
| Employer contribution / active EE | $12,108 | $3,302+266.7% | $2,652+356.5% | $4,763+154.2% |
| Participant deferral / active EE | $7,934 | $4,689+69.2% | $3,899+103.5% | $5,851+35.6% |
| Admin fee / account holder | $3,057 | $6,242-51.0% | $4,913-37.8% | $11,598-73.6% |