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 | $32,067 | $90,691-64.6% | $76,119-57.9% | $145,884-78.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.97% | 624.52%-609.5pp | 361.25%-346.3pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,320 | $3,329-60.3% | $2,693-51.0% | $4,662-71.7% |
| Participant deferral / active EE | $2,403 | $5,167-53.5% | $4,259-43.6% | $6,690-64.1% |
| Admin fee / account holder | $3,588 | $8,383-57.2% | $6,421-44.1% | $13,392-73.2% |