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 | $72,489 | $154,159-53.0% | $130,026-44.3% | $139,456-48.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.50% | 32.50%-21.0pp | -137.26%+148.8pp | 373.45%-362.0pp |
| Employer contribution / active EE | $2,657 | $5,292-49.8% | $4,321-38.5% | $4,753-44.1% |
| Participant deferral / active EE | $16,045 | $6,710+139.1% | $5,821+175.7% | $6,711+139.1% |
| Admin fee / account holder | $87,027 | $14,001+521.6% | $10,608+720.4% | $11,407+662.9% |