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 | $61,024 | $101,063-39.6% | $81,473-25.1% | $147,586-58.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 29.58% | 32.41%-2.8pp | 38.78%-9.2pp | 578.59%-549.0pp |
| Employer contribution / active EE | $8,243 | $3,206+157.2% | $2,568+221.0% | $4,876+69.0% |
| Participant deferral / active EE | $10,122 | $4,242+138.6% | $3,537+186.2% | $5,439+86.1% |
| Admin fee / account holder | $501 | $5,812-91.4% | $4,561-89.0% | $10,886-95.4% |