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 | $51,805 | $88,815-41.7% | $81,882-36.7% | $145,897-64.5% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 12.71% | 1033.75%-1021.0pp | 779.47%-766.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $7,911 | $3,086+156.3% | $2,916+171.3% | $4,663+69.7% |
| Participant deferral / active EE | $6,391 | $4,647+37.5% | $4,323+47.8% | $6,689-4.5% |
| Admin fee / account holder | $1,613 | $8,434-80.9% | $7,360-78.1% | $13,390-88.0% |