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 | $59,897 | $152,612-60.8% | $125,192-52.2% | $152,897-60.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.61% | 54.85%-38.2pp | 43.79%-27.2pp | 345.43%-328.8pp |
| Employer contribution / active EE | $1,762 | $4,947-64.4% | $3,866-54.4% | $4,764-63.0% |
| Participant deferral / active EE | $7,778 | $5,868+32.5% | $4,937+57.5% | $5,851+32.9% |
| Admin fee / account holder | $3,504 | $13,437-73.9% | $9,704-63.9% | $11,599-69.8% |