Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $74,239 | $102,663-27.7% | $86,216-13.9% | $139,466-46.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.00% | 1924.52%-1911.5pp | 1169.42%-1156.4pp | 373.66%-360.7pp |
| Employer contribution / active EE | $2,148 | $3,035-29.2% | $2,382-9.8% | $4,754-54.8% |
| Participant deferral / active EE | $4,438 | $4,677-5.1% | $3,986+11.3% | $6,712-33.9% |
| Admin fee / account holder | $2,447 | $8,663-71.8% | $6,853-64.3% | $11,409-78.6% |