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 | $56,200 | $110,039-48.9% | $97,260-42.2% | $145,884-61.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.88% | 244.44%-231.6pp | 75.54%-62.7pp | 551.85%-539.0pp |
| Employer contribution / active EE | $10,683 | $3,074+247.5% | $2,721+292.6% | $4,662+129.1% |
| Participant deferral / active EE | $6,543 | $4,674+40.0% | $4,262+53.5% | $6,690-2.2% |
| Admin fee / account holder | $10,942 | $6,204+76.4% | $5,640+94.0% | $13,392-18.3% |