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 | $43,559 | $99,652-56.3% | $78,778-44.7% | $147,586-70.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.59% | 47.28%-36.7pp | 35.62%-25.0pp | 578.59%-568.0pp |
| Employer contribution / active EE | $5,263 | $2,796+88.3% | $1,986+165.1% | $4,876+7.9% |
| Participant deferral / active EE | $4,365 | $3,664+19.2% | $2,958+47.6% | $5,439-19.7% |
| Admin fee / account holder | $1,305 | $7,155-81.8% | $5,134-74.6% | $10,886-88.0% |