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 | $44,081 | $93,346-52.8% | $71,796-38.6% | $273,972-83.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.66% | 130.39%-123.7pp | 78.04%-71.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $7,369 | $2,733+169.6% | $1,924+282.9% | $4,869+51.4% |
| Participant deferral / active EE | $3,604 | $3,475+3.7% | $2,794+29.0% | $5,287-31.8% |
| Admin fee / account holder | $338 | $6,571-94.8% | $4,815-93.0% | $10,133-96.7% |