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 | $45,749 | $24,618+85.8% | $71,585-36.1% | $82,637-44.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 68.2%+31.8pp | 68.1%+31.9pp |
| Annual return | 19.15% | 93.17%-74.0pp | 59.26%-40.1pp | 53.51%-34.4pp |
| Employer contribution / active EE | $8,363 | $852+881.7% | $1,669+401.2% | $2,552+227.7% |
| Participant deferral / active EE | $1,341 | $1,720-22.1% | $2,923-54.1% | $4,126-67.5% |
| Admin fee / account holder | $3,803 | $3,285+15.8% | $4,712-19.3% | $7,339-48.2% |