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 | $61,041 | $49,897+22.3% | $80,648-24.3% | $75,177-18.8% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 33.68% | 34.68%-1.0pp | 937.21%-903.5pp | 160.75%-127.1pp |
| Employer contribution / active EE | $2,567 | $1,699+51.1% | $2,724-5.7% | $2,671-3.9% |
| Participant deferral / active EE | $4,881 | $2,992+63.1% | $4,443+9.9% | $4,126+18.3% |
| Admin fee / account holder | $1,213 | $3,579-66.1% | $5,382-77.5% | $5,651-78.5% |