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 | $49,458 | $102,382-51.7% | $147,005-66.4% | $80,874-38.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.17% | 134.89%-118.7pp | 418.76%-402.6pp | 35.62%-19.4pp |
| Employer contribution / active EE | $1,834 | $3,715-50.6% | $4,934-62.8% | $2,756-33.4% |
| Participant deferral / active EE | $3,257 | $6,646-51.0% | $8,070-59.6% | $4,297-24.2% |
| Admin fee / account holder | $5,363 | $7,942-32.5% | $13,006-58.8% | $6,935-22.7% |