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 | $43,224 | $88,672-51.3% | $105,223-58.9% | $82,448-47.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 23.08% | 30.86%-7.8pp | 180.65%-157.6pp | 41.64%-18.6pp |
| Employer contribution / active EE | $5,926 | $3,048+94.4% | $3,689+60.7% | $2,551+132.3% |
| Participant deferral / active EE | $2,761 | $4,036-31.6% | $5,072-45.6% | $4,139-33.3% |
| Admin fee / account holder | $3,441 | $7,146-51.9% | $8,859-61.2% | $7,234-52.4% |