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 | $42,898 | $65,434-34.4% | $98,483-56.4% | $85,847-50.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.15% | 21.75%-9.6pp | 1494.38%-1482.2pp | 318.61%-306.5pp |
| Employer contribution / active EE | $3,489 | $2,169+60.9% | $2,961+17.8% | $2,565+36.0% |
| Participant deferral / active EE | $8,216 | $3,168+159.4% | $4,276+92.1% | $3,952+107.9% |
| Admin fee / account holder | $16,419 | $4,595+257.3% | $5,953+175.8% | $6,261+162.3% |