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 | $64,278 | $115,810-44.5% | $101,271-36.5% | $158,966-59.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.96% | 56.15%-43.2pp | 46.48%-33.5pp | 302.95%-290.0pp |
| Employer contribution / active EE | $2,778 | $4,175-33.5% | $3,660-24.1% | $4,762-41.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,177 | $7,248-83.8% | $5,948-80.2% | $11,250-89.5% |