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 | $47,538 | $102,595-53.7% | $94,057-49.5% | $154,746-69.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.41% | 583.42%-568.0pp | 480.62%-465.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $3,687 | $3,147+17.2% | $2,933+25.7% | $4,379-15.8% |
| Participant deferral / active EE | $4,859 | $5,118-5.1% | $4,709+3.2% | $6,730-27.8% |
| Admin fee / account holder | $27,023 | $7,736+249.3% | $7,244+273.0% | $14,365+88.1% |