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 | $52,892 | $111,535-52.6% | $105,223-49.7% | $137,256-61.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.15% | 237.85%-225.7pp | 180.65%-168.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $7,724 | $3,939+96.1% | $3,689+109.4% | $4,156+85.9% |
| Participant deferral / active EE | $4,281 | $5,500-22.2% | $5,072-15.6% | $6,407-33.2% |
| Admin fee / account holder | $61,655 | $9,721+534.2% | $8,859+596.0% | $12,270+402.5% |