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 | $51,833 | $106,923-51.5% | $84,023-38.3% | $152,909-66.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 30.11% | 105.02%-74.9pp | 71.32%-41.2pp | 345.46%-315.4pp |
| Employer contribution / active EE | $12,644 | $2,735+362.2% | $1,984+537.3% | $4,764+165.4% |
| Participant deferral / active EE | $2,313 | $4,013-42.4% | $3,239-28.6% | $5,851-60.5% |
| Admin fee / account holder | $1,652 | $8,289-80.1% | $6,102-72.9% | $11,601-85.8% |