Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $58,507 | $103,000-43.2% | $90,300-35.2% | $152,885-61.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 25.36% | 95.19%-69.8pp | 78.11%-52.8pp | 345.39%-320.0pp |
| Employer contribution / active EE | $3,941 | $3,138+25.6% | $2,854+38.1% | $4,763-17.3% |
| Participant deferral / active EE | $6,802 | $4,281+58.9% | $3,884+75.1% | $5,851+16.3% |
| Admin fee / account holder | $44,857 | $6,173+626.6% | $5,353+738.0% | $11,598+286.8% |