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 | $82,451 | $152,612-46.0% | $125,192-34.1% | $152,897-46.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.57% | 54.85%-34.3pp | 43.79%-23.2pp | 345.43%-324.9pp |
| Employer contribution / active EE | $3,333 | $4,947-32.6% | $3,866-13.8% | $4,764-30.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $907 | $13,437-93.2% | $9,704-90.6% | $11,599-92.2% |