Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $53,704 | $102,422-47.6% | $147,117-63.5% | $80,959-33.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.60% | 135.16%-119.6pp | 420.54%-404.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $5,888 | $3,717+58.4% | $4,932+19.4% | $2,757+113.6% |
| Participant deferral / active EE | $11,637 | $6,652+74.9% | $8,065+44.3% | $4,300+170.6% |
| Admin fee / account holder | $14,640 | $7,953+84.1% | $12,993+12.7% | $6,925+111.4% |