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 | $45,594 | $102,382-55.5% | $147,005-69.0% | $80,874-43.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.58% | 134.89%-120.3pp | 418.76%-404.2pp | 35.62%-21.0pp |
| Employer contribution / active EE | $5,361 | $3,715+44.3% | $4,934+8.6% | $2,756+94.5% |
| Participant deferral / active EE | $4,554 | $6,646-31.5% | $8,070-43.6% | $4,297+6.0% |
| Admin fee / account holder | $2,144 | $7,942-73.0% | $13,006-83.5% | $6,935-69.1% |