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 | $44,023 | $81,696-46.1% | $70,494-37.6% | $158,982-72.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.14% | 208.70%-199.6pp | 109.16%-100.0pp | 302.99%-293.8pp |
| Employer contribution / active EE | $2,174 | $3,220-32.5% | $2,738-20.6% | $4,763-54.4% |
| Participant deferral / active EE | $2,615 | $4,558-42.6% | $3,711-29.5% | $5,983-56.3% |
| Admin fee / account holder | $50,237 | $6,200+710.3% | $3,848+1205.6% | $11,252+346.5% |