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 | $25,936 | $75,832-65.8% | $147,617-82.4% | $59,633-56.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 7.39% | 0.37%+7.0pp | 61.98%-54.6pp | 2041.45%-2034.1pp |
| Employer contribution / active EE | $4,652 | $3,485+33.5% | $5,564-16.4% | $2,203+111.2% |
| Participant deferral / active EE | $2,486 | $3,131-20.6% | $4,895-49.2% | $3,192-22.1% |
| Admin fee / account holder | $2,039 | $5,986-65.9% | $11,612-82.4% | $4,297-52.6% |