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 | $74,796 | $58,258+28.4% | $81,820-8.6% | $80,925-7.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.62% | 41.76%-30.1pp | 777.93%-766.3pp | 35.65%-24.0pp |
| Employer contribution / active EE | $3,049 | $2,345+30.0% | $2,915+4.6% | $2,756+10.6% |
| Participant deferral / active EE | $7,243 | $3,284+120.6% | $4,323+67.6% | $4,299+68.5% |
| Admin fee / account holder | $3,283 | $4,976-34.0% | $7,391-55.6% | $6,940-52.7% |