Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $72,042 | $103,008-30.1% | $90,304-20.2% | $152,897-52.9% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 21.06% | 95.22%-74.2pp | 78.13%-57.1pp | 345.43%-324.4pp |
| Employer contribution / active EE | $4,471 | $3,139+42.4% | $2,855+56.6% | $4,764-6.1% |
| Participant deferral / active EE | $8,615 | $4,281+101.2% | $3,885+121.7% | $5,851+47.2% |
| Admin fee / account holder | $1,497 | $6,175-75.8% | $5,354-72.0% | $11,599-87.1% |