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 | $45,705 | $108,673-57.9% | $74,713-38.8% | $152,870-70.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 27.39% | 114.08%-86.7pp | 752.99%-725.6pp | 345.34%-318.0pp |
| Employer contribution / active EE | $1,990 | $1,503+32.4% | $1,084+83.6% | $4,763-58.2% |
| Participant deferral / active EE | $7,989 | $2,713+194.5% | $1,964+306.8% | $5,850+36.6% |
| Admin fee / account holder | $370 | $4,904-92.5% | $3,334-88.9% | $11,597-96.8% |