Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $50,769 | $53,063-4.3% | $124,206-59.1% | $82,637-38.6% |
| Participation rate | 100.0% | 58.4%+41.6pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 19.65% | 68.87%-49.2pp | 515.27%-495.6pp | 53.51%-33.9pp |
| Employer contribution / active EE | $6,363 | $1,530+315.8% | $3,540+79.7% | $2,552+149.3% |
| Participant deferral / active EE | $9,777 | $2,644+269.7% | $3,968+146.4% | $4,126+136.9% |
| Admin fee / account holder | $1,201 | $4,281-72.0% | $5,929-79.8% | $7,339-83.6% |