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 | $46,144 | $106,008-56.5% | $92,240-50.0% | $147,586-68.7% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 9.92% | 50.05%-40.1pp | 176.29%-166.4pp | 578.59%-568.7pp |
| Employer contribution / active EE | $5,216 | $4,333+20.4% | $3,680+41.8% | $4,876+7.0% |
| Participant deferral / active EE | $7,003 | $4,478+56.4% | $3,897+79.7% | $5,439+28.8% |
| Admin fee / account holder | $12,325 | $6,333+94.6% | $5,194+137.3% | $10,886+13.2% |