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 | $46,121 | $107,363-57.0% | $92,909-50.4% | $152,897-69.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 13.64% | 145.63%-132.0pp | 109.44%-95.8pp | 345.43%-331.8pp |
| Employer contribution / active EE | $2,033 | $4,222-51.8% | $3,653-44.3% | $4,764-57.3% |
| Participant deferral / active EE | $2,711 | $4,848-44.1% | $4,238-36.0% | $5,851-53.7% |
| Admin fee / account holder | $9,794 | $7,082+38.3% | $5,795+69.0% | $11,599-15.6% |