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 | $61,938 | $154,193-59.8% | $130,045-52.4% | $139,466-55.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.00% | 32.51%-14.5pp | -137.30%+155.3pp | 373.66%-355.7pp |
| Employer contribution / active EE | $2,190 | $5,292-58.6% | $4,321-49.3% | $4,754-53.9% |
| Participant deferral / active EE | $3,990 | $6,709-40.5% | $5,820-31.4% | $6,712-40.5% |
| Admin fee / account holder | $11,958 | $13,989-14.5% | $10,600+12.8% | $11,409+4.8% |