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 | $39,171 | $64,324-39.1% | $118,914-67.1% | $79,856-50.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 13.80% | 86.45%-72.6pp | 35.89%-22.1pp | 31.71%-17.9pp |
| Employer contribution / active EE | $3,176 | $1,836+73.0% | $3,264-2.7% | $2,471+28.5% |
| Participant deferral / active EE | $6,091 | $2,824+115.7% | $4,266+42.8% | $3,741+62.8% |
| Admin fee / account holder | $11,889 | $4,040+194.3% | $6,582+80.6% | $5,306+124.1% |