Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $56,727 | $102,422-44.6% | $147,117-61.4% | $80,959-29.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.03% | 135.16%-118.1pp | 420.54%-403.5pp | 35.67%-18.6pp |
| Employer contribution / active EE | $8,153 | $3,717+119.3% | $4,932+65.3% | $2,757+195.7% |
| Participant deferral / active EE | $10,902 | $6,652+63.9% | $8,065+35.2% | $4,300+153.5% |
| Admin fee / account holder | $900 | $7,953-88.7% | $12,993-93.1% | $6,925-87.0% |