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 | $58,398 | $51,638+13.1% | $68,368-14.6% | $82,448-29.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 16.75% | 37.53%-20.8pp | 292.57%-275.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $3,672 | $2,047+79.4% | $2,649+38.6% | $2,551+43.9% |
| Participant deferral / active EE | $2,806 | $2,914-3.7% | $4,123-31.9% | $4,139-32.2% |
| Admin fee / account holder | $12,107 | $4,643+160.7% | $5,150+135.1% | $7,234+67.4% |