Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $61,160 | $102,422-40.3% | $147,117-58.4% | $80,959-24.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.59% | 135.16%-117.6pp | 420.54%-402.9pp | 35.67%-18.1pp |
| Employer contribution / active EE | $5,176 | $3,717+39.2% | $4,932+4.9% | $2,757+87.7% |
| Participant deferral / active EE | $12,284 | $6,652+84.7% | $8,065+52.3% | $4,300+185.6% |
| Admin fee / account holder | $13,270 | $7,953+66.8% | $12,993+2.1% | $6,925+91.6% |