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 | $56,802 | $106,008-46.4% | $92,240-38.4% | $147,586-61.5% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 18.35% | 50.05%-31.7pp | 176.29%-157.9pp | 578.59%-560.2pp |
| Employer contribution / active EE | $2,366 | $4,333-45.4% | $3,680-35.7% | $4,876-51.5% |
| Participant deferral / active EE | $9,337 | $4,478+108.5% | $3,897+139.6% | $5,439+71.7% |
| Admin fee / account holder | $7,983 | $6,333+26.1% | $5,194+53.7% | $10,886-26.7% |