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 | $60,365 | $58,726+2.8% | $92,240-34.6% | $62,293-3.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.71% | 43.62%-26.9pp | 176.29%-159.6pp | 28.90%-12.2pp |
| Employer contribution / active EE | $4,387 | $2,392+83.4% | $3,680+19.2% | $2,042+114.8% |
| Participant deferral / active EE | $2,175 | $2,766-21.4% | $3,897-44.2% | $3,169-31.4% |
| Admin fee / account holder | $3,613 | $556+549.3% | $5,194-30.4% | $479+653.8% |