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 | $39,052 | $111,785-65.1% | $93,669-58.3% | $145,877-73.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.65% | 203.79%-188.1pp | 133.59%-117.9pp | 551.28%-535.6pp |
| Employer contribution / active EE | $2,872 | $3,096-7.2% | $2,424+18.5% | $4,663-38.4% |
| Participant deferral / active EE | $2,742 | $4,919-44.3% | $4,416-37.9% | $6,691-59.0% |
| Admin fee / account holder | $92,682 | $10,256+803.7% | $8,291+1017.8% | $13,402+591.5% |