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 | $84,315 | $102,382-17.6% | $147,005-42.6% | $80,874+4.3% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 21.29% | 134.89%-113.6pp | 418.76%-397.5pp | 35.62%-14.3pp |
| Employer contribution / active EE | $6,235 | $3,715+67.9% | $4,934+26.4% | $2,756+126.3% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,427 | $7,942-56.9% | $13,006-73.7% | $6,935-50.6% |