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 | $84,481 | $58,258+45.0% | $81,820+3.3% | $80,925+4.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 14.42% | 41.76%-27.3pp | 777.93%-763.5pp | 35.65%-21.2pp |
| Employer contribution / active EE | $2,455 | $2,345+4.7% | $2,915-15.8% | $2,756-10.9% |
| Participant deferral / active EE | $2,114 | $3,284-35.6% | $4,323-51.1% | $4,299-50.8% |
| Admin fee / account holder | $33,114 | $4,976+565.4% | $7,391+348.1% | $6,940+377.1% |