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 | $61,282 | $101,063-39.4% | $81,473-24.8% | $147,586-58.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.28% | 32.41%-19.1pp | 38.78%-25.5pp | 578.59%-565.3pp |
| Employer contribution / active EE | $3,714 | $3,206+15.9% | $2,568+44.6% | $4,876-23.8% |
| Participant deferral / active EE | $2,416 | $4,242-43.1% | $3,537-31.7% | $5,439-55.6% |
| Admin fee / account holder | $8,029 | $5,812+38.1% | $4,561+76.0% | $10,886-26.2% |