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 | $54,603 | $90,486-39.7% | $78,676-30.6% | $273,972-80.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.97% | 75.62%-70.6pp | 62.19%-57.2pp | 41.46%-36.5pp |
| Employer contribution / active EE | $2,518 | $3,175-20.7% | $2,850-11.7% | $4,869-48.3% |
| Participant deferral / active EE | $2,751 | $3,901-29.5% | $3,517-21.8% | $5,287-48.0% |
| Admin fee / account holder | $43,948 | $5,263+735.0% | $4,510+874.4% | $10,133+333.7% |