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 | $45,003 | $99,079-54.6% | $78,002-42.3% | $273,972-83.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.20% | 217.93%-208.7pp | 425.99%-416.8pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,182 | $3,308-34.0% | $2,470-11.7% | $4,869-55.2% |
| Participant deferral / active EE | $4,891 | $4,306+13.6% | $3,497+39.9% | $5,287-7.5% |
| Admin fee / account holder | $1,778 | $8,954-80.1% | $5,481-67.6% | $10,133-82.5% |