Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $61,905 | $96,643-35.9% | $86,617-28.5% | $139,456-55.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.51% | 106.57%-89.1pp | 591.91%-574.4pp | 373.45%-355.9pp |
| Employer contribution / active EE | $2,340 | $3,264-28.3% | $3,023-22.6% | $4,753-50.8% |
| Participant deferral / active EE | $2,577 | $4,835-46.7% | $4,437-41.9% | $6,711-61.6% |
| Admin fee / account holder | $4,923 | $6,406-23.1% | $5,613-12.3% | $11,407-56.8% |