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 | $58,466 | $109,967-46.8% | $97,197-39.8% | $145,877-59.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.87% | 244.27%-228.4pp | 75.47%-59.6pp | 551.28%-535.4pp |
| Employer contribution / active EE | $2,088 | $3,077-32.1% | $2,723-23.3% | $4,663-55.2% |
| Participant deferral / active EE | $4,906 | $4,676+4.9% | $4,263+15.1% | $6,691-26.7% |
| Admin fee / account holder | $96,458 | $6,199+1456.0% | $5,637+1611.1% | $13,402+619.7% |