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 | $53,562 | $84,684-36.8% | $73,835-27.5% | $125,388-57.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 4.03% | 3123.93%-3119.9pp | 2268.13%-2264.1pp | 282.24%-278.2pp |
| Employer contribution / active EE | $1,483 | $3,123-52.5% | $2,788-46.8% | $4,866-69.5% |
| Participant deferral / active EE | $4,703 | $3,993+17.8% | $3,583+31.3% | $5,352-12.1% |
| Admin fee / account holder | $13,795 | $5,691+142.4% | $4,880+182.7% | $9,541+44.6% |