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 | $59,385 | $157,296-62.2% | $141,191-57.9% | $152,897-61.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.69% | 64.34%-43.6pp | 71.41%-50.7pp | 345.43%-324.7pp |
| Employer contribution / active EE | $2,677 | $5,262-49.1% | $4,736-43.5% | $4,764-43.8% |
| Participant deferral / active EE | $5,429 | $7,111-23.7% | $6,710-19.1% | $5,851-7.2% |
| Admin fee / account holder | $60,059 | $12,125+395.3% | $10,264+485.1% | $11,599+417.8% |