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 | $45,667 | $102,547-55.5% | $78,210-41.6% | $147,586-69.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 9.15% | 51.08%-41.9pp | 40.90%-31.8pp | 578.59%-569.4pp |
| Employer contribution / active EE | $8,227 | $2,617+214.4% | $2,034+304.6% | $4,876+68.7% |
| Participant deferral / active EE | $5,140 | $3,481+47.7% | $2,823+82.1% | $5,439-5.5% |
| Admin fee / account holder | $641 | $5,059-87.3% | $3,758-83.0% | $10,886-94.1% |