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 | $54,875 | $75,962-27.8% | $154,108-64.4% | $64,173-14.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 8.82% | 30.32%-21.5pp | 735.21%-726.4pp | 7.63%+1.2pp |
| Employer contribution / active EE | $2,197 | $3,350-34.4% | $5,298-58.5% | $2,381-7.7% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,929 | $5,589-11.8% | $13,411-63.2% | $4,887+0.9% |