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 | $62,439 | $49,896+25.1% | $80,627-22.6% | $75,173-16.9% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 29.87% | 34.67%-4.8pp | 936.76%-906.9pp | 160.72%-130.8pp |
| Employer contribution / active EE | $1,800 | $1,699+6.0% | $2,723-33.9% | $2,671-32.6% |
| Participant deferral / active EE | $3,765 | $2,992+25.8% | $4,443-15.3% | $4,126-8.8% |
| Admin fee / account holder | $1,793 | $3,578-49.9% | $5,381-66.7% | $5,651-68.3% |