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 | $51,439 | $102,382-49.8% | $147,005-65.0% | $80,874-36.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.62% | 134.89%-122.3pp | 418.76%-406.1pp | 35.62%-23.0pp |
| Employer contribution / active EE | $4,733 | $3,715+27.4% | $4,934-4.1% | $2,756+71.8% |
| Participant deferral / active EE | $4,419 | $6,646-33.5% | $8,070-45.2% | $4,297+2.9% |
| Admin fee / account holder | $22,349 | $7,942+181.4% | $13,006+71.8% | $6,935+222.2% |