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 | $61,598 | $176,402-65.1% | $134,162-54.1% | $158,982-61.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 21.24% | 63.66%-42.4pp | 36.35%-15.1pp | 302.99%-281.7pp |
| Employer contribution / active EE | $2,266 | $5,042-55.1% | $3,705-38.8% | $4,763-52.4% |
| Participant deferral / active EE | $8,749 | $4,093+113.8% | $3,500+150.0% | $5,983+46.2% |
| Admin fee / account holder | $4,639 | $8,719-46.8% | $6,685-30.6% | $11,252-58.8% |