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 | $56,638 | $109,863-48.4% | $98,477-42.5% | $167,518-66.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 28.43% | 1958.09%-1929.7pp | 1493.59%-1465.2pp | 478.71%-450.3pp |
| Employer contribution / active EE | $1,884 | $3,225-41.6% | $2,961-36.4% | $4,838-61.1% |
| Participant deferral / active EE | $4,427 | $4,673-5.3% | $4,276+3.5% | $6,342-30.2% |
| Admin fee / account holder | $6,196 | $6,755-8.3% | $5,951+4.1% | $12,312-49.7% |