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 | $62,506 | $104,937-40.4% | $84,628-26.1% | $152,897-59.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 20.75% | 373.88%-353.1pp | 258.80%-238.1pp | 345.43%-324.7pp |
| Employer contribution / active EE | $13,501 | $3,303+308.7% | $2,653+408.9% | $4,764+183.4% |
| Participant deferral / active EE | $3,059 | $4,690-34.8% | $3,900-21.6% | $5,851-47.7% |
| Admin fee / account holder | $32,099 | $6,243+414.1% | $4,914+553.2% | $11,599+176.7% |