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 | $102,429-55.5% | $147,096-69.0% | $80,925-43.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.58% | 135.02%-120.4pp | 419.75%-405.2pp | 35.65%-21.1pp |
| Employer contribution / active EE | $5,361 | $3,716+44.3% | $4,936+8.6% | $2,756+94.5% |
| Participant deferral / active EE | $4,554 | $6,649-31.5% | $8,071-43.6% | $4,299+5.9% |
| Admin fee / account holder | $2,144 | $7,957-73.1% | $13,005-83.5% | $6,940-69.1% |